William Shoaf
William Shoaf is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
2977 Goodlette-Frank Road North, Ste. 60 1st Floor, Naples, FL, 34103
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
William owns 100% of JACK LLC, a rental property holding company, dedicating minimal time. He also owns 100% of Shoaf Wealth Management S Corp and Shoaf Wealth Management S LLC, spending about a quarter of his time and full-time, respectively, on these investment-related entities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 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.