William
Leffall
Svb Wealth
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About this Advisor
William Leffall is a certified financial planner working in Richardson, Texas with a total of 1 year of industry experience. Leffall works at Svb Wealth. During their career, the advisor has held roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Christian Chapel Temple Of Faith, Dimensional Fund Advisors, University Of Texas, Svb Wealth Advisory Inc, Apex Clearing Corporation, Boston Private Wealth LLC, Svb Wealth LLC and Svb Investment Services Inc. Leffall holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California, Colorado, Illinois, Michigan, Nevada, Texas, Utah and Washington. Svb Wealth is a registered investment firm based in Boston, MA. The company has offices in 20 locations and a total of 246 people on staff. It controls $15 billion in total assets among its 11,180 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 31 charitable organizations. Of its 11,180 accounts, 57% are held by high-net-worth individuals who have more than $1 million in assets. Svb Wealth performs a wide range of services, such as 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, educational seminars and other services. A financial advisor's fees largely vary depending on the financial services. However, fee types charged by Svb Wealth may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$14,755,784,415
246
11,180
$1,319,838
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
- Other
William Leffall Work History
William has been registered as a financial advisor for 1 years.*
Svb Wealth LLC
Svb Investment Services Inc
Boston Private Wealth LLC
Svb Wealth Advisory Inc
Apex Clearing Corporation
Dimensional Fund Advisors
Dimensional Fund Advisors
University Of Texas
Christian Chapel Temple Of Faith
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
*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 Leffall 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 Svb Wealth
Houston, TX
Denver, CO
Miami, FL
Miami, FL
San Francisco, CA
New York, NY
Boston, MA
Beverly Hills, CA
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.
