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William N Skinner

Tiaa-Cref Individual & Institutional Services, LLC

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About William N Skinner

William Skinner is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC and has been in the industry since 2009. William is registered with the state of Texas and has a Series 6 and Series 63 license. William provides financial planning and portfolio management services to individuals and other investment advisors. William has worked with a variety of clients, including high net worth individuals, corporations, and charitable organizations. William specializes in financial planning, investment management, and retirement planning.

Firm Information

William Skinner is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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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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percentage of assets

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

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other

Compensation from affiliates

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William Skinner’s Registration & Firm History

TX

04/27/2010 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)

TX

01/01/2008 - 01/20/2009

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

01/01/2008 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 06/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William N Skinner.
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