William
Guinn

Schwab Private Client Investment Advisory, Inc

CRD#5369988
Investment Advisor
in Orlando, FL
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About this Advisor

William Guinn is a certified financial planner working in Orlando, Florida, with 10 years of financial industry experience. Guinn works at Schwab Private Client Investment Advisory, Inc. Over the course of their career, Guinn has held roles at Addison Avenue, Edward Jones, Metlife Securities, Inc, Massmutual Life Insurance Co, Mml Investors Services LLC, Cape Securities, Cape Investment Advisory, Charles Schwab & Co., Inc and Schwab Private Client Investment Advisory, Inc. Guinn holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Florida and Texas. Schwab Private Client Investment Advisory, Inc is a registered investment company that has its headquarters in Orlando, Florida. It has offices in 10 locations and a total of 598 people on staff. It administers $90 billion in assets among its 108,791 client accounts, making it one of the largest firms in the nation by assets under management. Of its 108,791 client accounts, 66% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Schwab Private Client Investment Advisory, Inc typically consist of other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Others

Disclosures

No

Office Location

1991 Summit Park Drive,
Orlando, FL 32810

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Schwab Private Client Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$90,026,786,406

FL Average: $7,578,581,321
Total Number of Employees

598

FL Average: 43
Total Number of Accounts

108,791

FL Average: 3,727
Average Account Size

$827,521

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

William Guinn Work History

William has 10 years of experience.

2015 - 2015 (0 years)

Cape Securities

2015 - 2015 (0 years)

Cape Investment Advisory

2015 - Present (4 years)

Charles Schwab & Co., Inc

2015 - Present (4 years)

Schwab Private Client Investment Advisory, Inc

2013 - 2016 (3 years)

Massmutual Life Insurance Co

2013 - 2015 (2 years)

Mml Investors Services LLC

2011 - 2013 (2 years)

Metlife Securities, Inc

2009 - 2011 (2 years)

Edward Jones

2008 - 2009 (1 years)

Addison Avenue

Disclosures

William Guinn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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