William Paulsworth (CRD# 4735318) is an Investment Advisor Representative working at S & P Wealth Planning LLC in North Wales, PA and has over 24 years of experience in the finance industry.
CRD# 1982803
Ameriprise Financial Services, LLC
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 2913549
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| S&p Wealth Planning LLC | North Wales, PA | Jan 2004 - Current | 20 |
| Stafford & Paulsworth | North Wales, PA | Dec 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
PA
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