William L. Mehserle

PFS SIGNATURE WEALTH

TAMPA, FL 33606

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CRD#: 5353403

Professional summary

William Lee Mehserle JR, AIF®, CFP®, CPWA®, who also goes by William Lee Mehserle, is a registered financial advisor currently at PFS SIGNATURE WEALTH located in Tampa, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

William Lee Mehserle

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 Lee Mehserle JR'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2018

CPWA^®

Certified Private Wealth Advisor

Experience

Current

July 10, 2026 - Present

PFS SIGNATURE WEALTH

Office #1: 1405 W Swann Ave, Tampa, FL 33606

RIA

CRD#: 342913

TAMPA, FL

Past

August 22, 2022 - June 26, 2026

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Tampa, FL

Past

June 23, 2022 - June 26, 2026

IFP SECURITIES, LLC

CRD#: 297287

Tampa, FL

Past

June 17, 2021 - August 31, 2021

HOMRICH BERG

RIA

CRD#: 108189

ATLANTA, GA

Past

May 7, 2020 - April 29, 2021

FOURTHOUGHT PRIVATE WEALTH

RIA

CRD#: 306017

VENICE, FL

Past

July 15, 2016 - February 18, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

VENICE, FL

Past

July 15, 2016 - February 18, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

VENICE, FL

Past

December 18, 2013 - July 15, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

VENICE, FL

Past

November 21, 2013 - July 15, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

VENICE, FL

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

Florida
(7/10/2026)

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

IAR

Series 66

Date: 12/13/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/20/2013

General Securities Representative Examination

Current Firm

PFS SIGNATURE WEALTH

PFS SIGNATURE WEALTH | PFS SIGNATURE WEALTH LLC

CRD#: 342913 / SEC#: 801-136587

RIA

Registered Investment Advisory firm - (6/26/2026 120-Day Approval)

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Contact information

Main Address

1405 W Swann Ave, Tampa, FL 33606

Mailing Address

Phone number

(877) 642-6110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (6/26/2026)

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.

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Advisor Monitoring

Firm Stability Insights

William L. Mehserle

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Lee Mehserle JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL PARTNERS

IFP SECURITIES, LLC

HOMRICH BERG

FOURTHOUGHT PRIVATE WEALTH

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/20/2013

Current Firm

PFS SIGNATURE WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

PFS SIGNATURE WEALTH

TRUST BUT VERIFY

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