William L. Mehserle
Professional summary
William Lee Mehserle JR, AIF®, CFP®, CPWA®, who also goes by William Lee Mehserle, was a registered financial advisor .
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
July 10, 2026 - Present
Office #1: 1405 W Swann Ave, Tampa, FL 33606
August 22, 2022 - June 26, 2026
INDEPENDENT FINANCIAL PARTNERS
June 23, 2022 - June 26, 2026
IFP SECURITIES, LLC
June 17, 2021 - August 31, 2021
HOMRICH BERG
May 7, 2020 - April 29, 2021
FOURTHOUGHT PRIVATE WEALTH
July 15, 2016 - February 18, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 15, 2016 - February 18, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
December 18, 2013 - July 15, 2016
WELLS FARGO CLEARING SERVICES, LLC
November 21, 2013 - July 15, 2016
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/10/2026)
Exams
Current firm
No current employment
Red Flags
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