William H. Deroche
Professional summary
William Henry Deroche JR, CFA, who also goes by Bill Deroche Jr, William Henry Deroche, is a registered financial advisor currently at AGF INVESTMENTS located in Boston, Massachusetts.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Henry Deroche JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2012 - Present
AGF INVESTMENTS
Office #1: 99 High Street Suite 2802, Boston, MA 02110September 2, 2010 - December 31, 2021
FORESIDE FUND SERVICES, LLC
Primary Firm SEC Registration
AGF INVESTMENTS
CRD#: 153781 / SEC#: 801-71685
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/10/2012)
Exams
Current Firm
AGF INVESTMENTS
CRD#: 153781 / SEC#: 801-71685
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 2,764,435,090 |
Red Flags
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Company Information
AGF INVESTMENTS
CRD#: 153781Boston, MA 02110TRUST BUT VERIFY
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