William Lopresti
William Lopresti is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 28 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 Retirement Planning. Their firm serves 466,575 clients with $250B 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
8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2006Other Business Activities
William receives royalties from a previous acting role through Mesquite Productions. He also holds power of attorney for his grandmother, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.Broker
Suntrust Securities, INC.Broker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations23 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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