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William Malcolm Beeler

Newedge Advisors

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About William Malcolm Beeler

William Malcolm Beeler is an Investment Advisor Representative associated with Newedge Advisors. William has been in the financial services industry since 1991 and has worked for both Regal Wealth Group Inc and Newedge Advisors. William currently holds a Series 63, Series 7, and Series 24 licenses. William is also registered as an Investment Advisor Representative in California. William provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.

Firm Information

William Beeler is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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William Beeler’s Registration & Firm History

CA

02/01/2024 - Present

Newedge Advisors (Seal Beach CA)

CA

09/16/1991 - 02/15/2006

ROYAL ALLIANCE ASSOCIATES, INC. (REDLANDS CA)

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Licenses & Designations

BC

Issued 10/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1996

Series 24 - General Securities Principal Examination

BC

Issued 09/13/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Malcolm Beeler.
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