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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Emerson Houck is a financial advisor with Modera Wealth Management, LLC. William has been in the industry since 1998. William has been with the firm since 2011. William is registered with the state of New Jersey and Texas. William specializes in providing financial advice and services to high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, individuals other than high-net-worth individuals and individuals, including those who are not high-net-worth. William has a Series 6, Series 7, Series 63, and Series 65 license. William also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
06/03/2019 - Present
Modera Wealth Management, LLC (WESTWOOD NJ)
NJ
09/25/2006 - 03/20/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PA
09/23/1998 - 09/21/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 01/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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