William Schoeffler
William Schoeffler is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 32 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3280 Peachtree Rd NE 4th Fl, [G4-Rbo], Atlanta, GA, 30305
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Regulatory History (1)
Customer Dispute
April 2000Other Business Activities
William owns Silverleaf Capital, LLC with his spouse, a rental home business. He spends a few hours per week on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Union Brokerage Services, INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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