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William Frederick Truscott

Columbia Management Investment Distributors, Inc.

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About William Frederick Truscott

William Frederick Truscott is a financial advisor at Columbia Management Investment Distributors, Inc. with over 25 years of experience in the industry. William has a broad range of experience, having worked with a variety of firms, including Ameriprise Financial Services, Inc. and Riversource Distributors, Inc. William is licensed to sell securities in all 50 states and holds a variety of licenses and designations, including Series 3, 7, 24, 31 and 63.

Firm Information

William Truscott is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Truscott’s Registration & Firm History

MN

11/25/2008 - Present

Columbia Management Investment Distributors, Inc. (Minneapolis MN)

MN

11/28/2006 - 09/24/2012

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

12/11/2008 - 06/26/2009

RIVERSOURCE SERVICES, INC. (MINNEAPOLIS MN)

MN

11/01/2001 - 07/24/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

11/01/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

04/26/1995 - 09/24/2001

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/1995

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/17/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2013

Series 3 - National Commodity Futures Examination

BC

Issued 11/20/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 04/25/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Frederick Truscott.
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