William
Leder
Mariner Wealth
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About this Advisor
William Leder is a financial advisor based in Eugene, Oregon, working with Mariner Wealth. William has previously held positions at Self Employed-William H Leder, Jr, Trusted Advisors, Cascadia Advisory Services, LLC, and Mariner Wealth Advisors. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, William is part of Mariner Wealth, which operates out of Eugene, Oregon. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
William Leder Work History
Mariner Wealth Advisors
Trusted Advisors
Self Employed-William H Leder, Jr
Cascadia Advisory Services, LLC
Disclosures
Please visit the SEC profile of William Leder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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