William Black (CRD# 6920349) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Vernal, UT and has over 5 years of experience in the finance industry.
CRD# 2008820
Andina Family Offices
CRD# 4239701
State Farm Investment Management Corp.
CRD# 1033148
Trek Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Business Network International (bni) | St. George, UT | Jan 2023 - Current | 1 |
| Legacy Shield | Ponte Vedra, FL | Mar 2020 - Current | 4 |
| Revolution Financial Management | Provo, UT | Apr 2019 - Current | 5 |
| Agency 400, LLC | Provo, UT | Jan 2019 - Current | 5 |
| Transamerica Financial Advisors, Inc. | Vernal, UT | Mar 2018 - Current | 6 |
| Wfgia | Vernal, UT | Feb 2017 - Current | 7 |
| Stoke, LLC | Provo, UT | Nov 2017 - Apr 2020 | 2 |
| Residual Income Technologies, LLC | Provo, UT | Nov 2006 - Apr 2020 | 13 |
| Residual Income Technologies, LLC | Provo, TX | Nov 2006 - Oct 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- UT
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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