William L. Furber

PARK STATE ASSET MANAGEMENT LLC | Financial Advisor

BEVERLY, MA 01915

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CRD#: 1261236

Professional summary

William Loemker Furber, who also goes by William L Furber, is a registered financial advisor currently at PARK STATE ASSET MANAGEMENT LLC located in Beverly, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. William has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William L Furber

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Loemker Furber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2025 - Present

PARK STATE ASSET MANAGEMENT LLC

Office #1: 50 Dunham Ridge, Suite 3100, Beverly, MA 01915

RIA

CRD#: 336573

BEVERLY, MA

Past

September 6, 2016 - April 17, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Boston, MA

Past

June 3, 2010 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

BOSTON, MA

Past

February 8, 2010 - September 14, 2010

HIGH STREET ADVISORS, L.P

RIA

CRD#: 129492

MANCHESTER, MA

Past

January 23, 2003 - June 9, 2010

MATRIX CAPITAL GROUP, INC.

CRD#: 33364

NEW YORK, NY

Past

November 11, 2000 - December 31, 2009

HIGH STREET ADVISORS, L.P

RIA

CRD#: 129492

MANCHESTER, MA

Past

September 8, 1992 - December 6, 1999

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

June 28, 1990 - September 16, 1992

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Past

July 1, 1984 - August 2, 1989

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARK STATE ASSET MANAGEMENT LLC

CRD#: 336573 / SEC#: 801-132913

RIA

Registered Investment Advisory firm - (6/3/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/28/2003

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/18/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2003

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 11/17/1993

National Commodity Futures Examination

Current Firm

PARK STATE ASSET MANAGEMENT LLC

CRD#: 336573 / SEC#: 801-132913

RIA

Registered Investment Advisory firm - (6/3/2025 Approved)

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Contact information

Main Address

50 Dunham Ridge, Suite 3100, Beverly, MA 01915

Mailing Address

Phone number

(978) 529-2395

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PSAM ADV PART 2A 080825 (10/30/2025)

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 200,260,549

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

William L. Furber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Loemker Furber's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

DEUTSCHE BANK SECURITIES INC.

HIGH STREET ADVISORS, L.P

MATRIX CAPITAL GROUP, INC.

HIGH STREET ADVISORS, L.P

CREDIT SUISSE SECURITIES (USA) LLC

KIDDER, PEABODY & CO. INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

PARK STATE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/2003

Series 65

Date: 10/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/22/2003

Series 3

Date: 11/17/1993

Current Firm

PARK STATE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK STATE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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