William Greear
William Greear is a registered investment advisor at Cme Financial Services, LLC, based in Columbus, OH, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
CME Financial Services refers clients to Private Advisor Group. CME Financial Services receives 0.50% of the 1.00% fee, and Private Advisor Group receives the other 0.50%. Fees are negotiable.
Fee Estimator
Location
365 S. 4th Street, Columbus, OH, 43215
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William conducts business through BCG Financial Services, LLC and CME Financial Services, which are DBAs for his LPL business. He also provides investment advisory services through Private Advisor Group, dedicating about half of his time to this activity, and sells non-variable disability insurance, spending a few hours per week on it.
Employment History
Current Registrations
Cme Financial Services, LLC
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Parallel Equity Advisors LTD.
Fortune Financial Services, INC.Broker
State Registrations3 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.