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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 Kenneth Wee is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with EP Wealth Advisors. William has held previous roles with LPL Financial LLC, Financial Telesis Inc, Manequity, Inc. and Keogler, Morgan & Company, Inc. William is a Certified Financial Planner and holds FINRA Series 2, 6, 26, and 63 licenses as well as the SIE. William focuses on providing financial planning, portfolio management for businesses and individuals, retirement plan advisory services, and tax preparation services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan advisory services & tax preparation services
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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2
CA
09/17/2021 - Present
EP Wealth Advisors (Danville CA)
CA
02/05/2015 - 03/04/2016
LPL FINANCIAL LLC (DANVILLE CA)
CA
06/25/1997 - 12/24/2014
FINANCIAL TELESIS INC (DANVILLE CA)
MA
05/25/1994 - 01/29/1997
MANEQUITY, INC. (BOSTON MA)
GA
02/08/1994 - 05/10/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
04/28/1993 - 02/22/1994
MANEQUITY, INC. (BOSTON MA)
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 04/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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