William Love is a CFP-designated registered investment advisor at Rtd Financial Advisors INC, based in Philadelphia, PA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 837 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RTD Financial does not provide investment management services for individual investors. They provide investment management for employer retirement plans, trusts, and non-profits.
Contact
William Love
Location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is the President of the Financial Planning Association Philadelphia Tri State, dedicating a few hours per week. He also owns a professional coaching business, spending minimal time on it.
Employment History
Current Registrations
Rtd Financial Advisors INC
Previous Registrations
The Marshall Financial Group, INC
TD Waterhouse Investor Services, INC.
State Registrations1 state
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.