William P. Beezley
Professional summary
William Patrick Beezley, who also goes by Bill Beezley, is a registered financial advisor currently at OLYMPIC FINANCIAL ADVISORS, LLC located in Port Townsend, Washington.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Beezley's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2016 - Present
OLYMPIC FINANCIAL ADVISORS, LLC
December 12, 2003 - August 27, 2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
June 19, 1998 - December 12, 2003
AMERICAN CENTURY INVESTMENT SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2016)
Exams
Current Firm
OLYMPIC FINANCIAL ADVISORS, LLC
CRD#: 283975 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 42,653,955 |
Red Flags
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