William
Drexler

J. W. Cole Advisors, Inc

CRD#6313968
Investment Advisor
in Tampa, FL

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About this Advisor

William Drexler is a financial advisor based in Tampa, Florida, working with J. W. Cole Advisors, Inc. William has previously held positions at Sturk Insurance - Horace Mann, Horace Mann Investors, Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, and J.W. Cole Financial, Inc. William has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, William is part of J. W. Cole Advisors, Inc, which operates out of Tampa, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4301 Anchor Plaza Parkway Suite # 450
Tampa, FL 33634

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$5,735,868,013

FL Average: $1,855,561,029
Total Number of Employees

512

FL Average: 62
Total Number of Accounts

25,612

FL Average: 2,474
Average Account Size

$223,952

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

William Drexler Work History

2018 - Present (6 years)

J.W. Cole Financial, Inc

2018 - 2018 (< 1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Massmutual Life Insurance Company

2015 - 2017 (2 years)

Horace Mann Investors, Inc

2013 - 2017 (4 years)

Sturk Insurance - Horace Mann

Disclosures

Please visit the SEC profile of William Drexler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at J. W. Cole Advisors, Inc

Robert Rosenberger
Rockledge, FL
Robert Fourman
Hightown, NJ
Gary Husel
Tampa, FL
Stephen Ross
Mckeesport, PA
Anthony Lofaso
West Palm Beach, FL
Amber Malek
Lock Haven, PA
Gregory Jack
Tampa, FL
Santo Montalbano
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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