William D. Pharr
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Davidson Pharr, CFP®, who also goes by Bill Pharr, William D. Pharr, William Pharr, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2004. William had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 8, 2013 - January 2, 2015
CONCERT WEALTH MANAGEMENT
April 2, 2012 - May 2, 2013
NORTHWEST ASSET MANAGEMENT
March 30, 2004 - April 4, 2012
WELLS FARGO CLEARING SERVICES, LLC
January 27, 2004 - April 4, 2012
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
CONCERT WEALTH MANAGEMENT
CRD#: 141253 / SEC#: 801-67992
Contact information
Red Flags
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