WILLIAM JOHN WERNER is an investment adviser representative (IAR) with state registration records since 2013, appearing at 9 firms. Currently registered with MISSION WEALTH MANAGEMENT, LP.
| Firm | From | To | Current |
|---|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | 2026-01-12 | present | Yes |
| VANGUARD ADVISERS, INC. | 2023-04-11 | 2025-12-31 | — |
| FACET WEALTH, INC | 2021-04-22 | 2023-01-06 | — |
| CLARFELD FINANCIAL ADVISORS, LLC | 2020-08-21 | 2021-04-23 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2016-09-29 | 2020-08-12 | — |
| TD AMERITRADE, INC. | 2015-06-10 | 2016-09-19 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2015-06-10 | 2016-09-19 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2014-06-30 | 2015-06-01 | — |
| PNC WEALTH MANAGEMENT | 2013-02-13 | 2014-06-10 | — |