William
Chandler
St. John & Associates, Inc
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About this Advisor
William Chandler is a certified financial planner who works in Roswell, Georgia. Chandler works at St. John & Associates, Inc. Throughout their career, they have worked at Primerica Fin Srvs, Ameriprise Financial Services, LLC, Between Jobs, St John And Associates and Wiser Wealth Management. Chandler holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Florida and Georgia. St. John & Associates, Inc is an advisory business headquartered in Roswell, GA. It manages $102 million in assets under management across its 644 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 644 accounts, 24% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by St. John & Associates, Inc can consist of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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St. John & Associates, Inc Brokerage Details
$101,452,071
7
644
$157,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Chandler Work History
William has been registered as a financial advisor for 0 years.*
St John And Associates
Wiser Wealth Management
Between Jobs
Ameriprise Financial Services, LLC
Between Jobs
Primerica Fin Srvs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Chandler 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 St. John & Associates, Inc
Roswell, GA
Roswell, GA
Roswell, GA
Roswell, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
