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William Schnellbacher

18 Years of Experience
Corpus Christi, TX
BrokerSells Insurance

William Schnellbacher is a registered investment advisor, based in Corpus Christi, TX, with 18 years of industry experience.

Location

500 N Water St., Ste. 400, Corpus Christi, TX, 78401

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

William is an advisory representative of a Registered Investment Advisor (RIA), dedicating full-time hours to this role. He also acts as power of attorney for his father, spending minimal time on this non-investment related activity, and is an independent insurance agent for various insurance companies, spending a few hours per week on this.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2012 - Present · 13 yrs 11 mos
Cambridge Investment Research Advisors, INC.
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2007 - June 2012 · 4 yrs 10 mos
Ameriprise Financial Services, INC.Broker
August 2007 - June 2012 · 4 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
William Schnellbacher - Financial Advisor | TrueAdvisor