William Strait is a registered investment advisor at Wells Fargo Advisors, based in Lexington, KY, with 18 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
3285 Blazer Pkwy, Suite 100, Lexington, KY, 40509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William has multiple investment-related activities, including 100% ownership of Beck LLC and Beck Wealth Management Inc., as well as partial ownership in several rental properties and Lagar Investment Properties, LLC. He also owns 50% of Elkhorn Creek Financial, LLC and spends full-time hours on Beck Wealth Management Inc.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations31 states
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