William Minter
William Minter is a registered investment advisor at Wells Fargo Advisors, based in Tulsa, OK, with 25 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
6060 S American Plaza St E, Ste 350, Tulsa, OK, 74135
Get directionsHistory
Regulatory History (1)
Criminal
February 1992Other Business Activities
William co-owns a charter boat through Transmarinus Partners, LLC, and has 25% ownership in Vela Wealth Management, LLC, dedicating full-time hours to the latter. He also serves as co-trustee for the Vela Wealth Management 401k, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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