William
Inabnet

Alpine Private Wealth

CRD#1748630
Investment Advisor
in Shreveport, LA

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About this Advisor

William Inabnet is a financial advisor based in Shreveport, Louisiana, working with Alpine Private Wealth. William has previously held positions at 1St Global Capital Corp, Wealthcare Services, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Usaa Financial Advisors Inc, Usaa Investment Management Company, Strategic Staffing Solutions, Usaa Investment Services Company, Disys, Wells Fargo Clearing Services, Small Business Administration, The Vanguard Group, Inc, Alpine Private Capital, LLC, and Imst Distributors, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Missouri, and Texas. Currently, William is part of Alpine Private Wealth, which operates out of Shreveport, Louisiana. The firm has 4 offices and 17 employees. The firm manages assets totaling $978.5 million 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, and selection of other advisers. The fee structure at Alpine Private Wealth includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, 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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Shreveport, LA

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Alpine Private Wealth Brokerage Details

Total Assets Under Management

$978,478,127

LA Average: $11,469,110,461
Total Number of Employees

17

LA Average: 458
Total Number of Accounts

268

LA Average: 33,415
Average Account Size

$3,651,038

LA Average: $343,232

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

William Inabnet Work History

2023 - Present (1 year)

Alpine Private Capital, LLC

2023 - 2023 (< 1 year)

Imst Distributors, LLC

2021 - 2021 (< 1 year)

Disys

2021 - 2021 (< 1 year)

Wells Fargo Clearing Services

2021 - 2022 (1 year)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Usaa Investment Services Company

2020 - 2021 (1 year)

Small Business Administration

2019 - 2020 (1 year)

Usaa Financial Advisors Inc

2019 - 2020 (1 year)

Usaa Investment Management Company

2019 - 2020 (1 year)

Strategic Staffing Solutions

2015 - 2019 (4 years)

Wealthcare Services, LLC

2015 - 2019 (4 years)

Cambridge Investment Research, Inc

2015 - 2019 (4 years)

Cambridge Investment Research Advisors, Inc

1997 - 2015 (18 years)

1St Global Capital Corp

Disclosures

Please visit the SEC profile of William Inabnet 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 Alpine Private Wealth

Michael Stanton
Santa Rosa Beach, FL
Brett Rufkahr
Saint Louis, MO
Sean Toohey
Saint Louis, MO
Douglas Dawson
Inlet Beach, FL
Brian Yost
Saint Louis, MO
William Inabnet
Shreveport, LA

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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