WILLIAM TERRELL is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2021-04-16 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-01-11 | 2021-04-19 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2013-02-06 | — |
| MORGAN STANLEY & CO. LLC | 2007-08-17 | 2009-06-01 | — |
| UBS FINANCIAL SERVICES INC. | 2005-02-25 | 2007-09-05 | — |
| CITIGROUP GLOBAL MARKETS INC. | 1997-07-08 | 2005-03-24 | — |