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William Lee Blackwell

Charles Schwab & CO., Inc.

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About William Lee Blackwell

William Blackwell is an investment advisor representative with over 5 years of experience in the financial industry. William is currently registered with Charles Schwab & CO., Inc. William is also registered in over 50 states for investment advisory services. William previously worked at GWFS Equities, Inc. in Greenwood Village, Colorado. William specializes in providing financial planning and selection of other advisors to clients. William is a graduate of the University of Colorado at Boulder, where William majored in Finance. William is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

William Blackwell is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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William Blackwell’s Registration & Firm History

AZ

09/16/2021 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

CO

03/28/2016 - 07/23/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 05/20/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Lee Blackwell.
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