William Merritt
William Merritt is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 9 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
1525 West Wt Harris Blvd, Bldg 3 - 3rd Fl, Charlotte, NC, 28262
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2023Judgment / Lien
April 2023Financial
March 2021Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Fifth Third Securities, INC.Broker
Wachovia Capital Markets, LLCBroker
Raymond James Financial Services, INC.Broker
Banc of America Securities LLCBroker
State Registrations53 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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