| Advisor Profile |
 |
| Name: |
William Abildgaard |
| Phone Number: |
(626) 593-9458 |
| Website: |
Visit Website
|
|
|
 |
| Research This Advisor |
|
| Request More Information |
|
|
|
|
|
|
Business Description |
| Crowell Weedon & Co. was established in 1932 and is an independent investment firm located on the West Coast. Crowell Weedon has eleven offices located throughout Southern California. My practice is focused on meeting clients Portfolio and Investment Management needs. Furthermore, I work with all types of business retirement plans and profit sharing plans. I specialize in customizing portfolio objectives around each client's specific goals and objectives. In addition, I offer fee based or commission based accounts. The financial products my practice primarily offers to clients include stocks, mutual funds, C/D's, Tax-Free Municipal Bonds, Corporate Bonds, Annuities, Covered Call Option Writing, Life Insurance, and Educational College Savings Plans. |
|
| |
|
|
General Information |
|
|
|
|
| Name of Broker/Dealer: |
Crowell Weedon & Co.
|
|
|
|
| States Willing to do Business in: |
All States
|
|
| Years of Experience in Financial Services: |
3
|
|
| Number of Years with Current Firm: |
3
|
|
| I work with the following types of clients: |
Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses
|
|
| |
|
Education |
| Academic Background |
| |
Bachelor of Science degree - Pacific Union College
Juris Doctorate - University of Tulsa College of Law |
|
| |
|
Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Mutual Funds, Stocks, Bonds
|
|
| |
|
Qualifications & Memberships |
| Securities Licenses: |
Series 66, Series 7
|
|
| Insurance and Annuity Licenses: |
Health, Life
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
|
|
| I work with clients as part of a team: |
Yes
|
|
| |
|
Compliance |
| Registered Representative: |
Yes
|
|
| Investment Advisor Representative: |
Yes
|
|
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| I am a fee-based financial professional: |
Yes
|
|
| Minimum Portfolio Size for New Managed Accounts: |
$50,000.00
|
|
| Compensation Methods: |
Based on Assets, Commissions
|
|
| Fee % Based on Assets: |
1-1.5%
|
|
| |
|
| |
| |
| Prepared By: |
William Abildgaard |
| Most Recent Update: |
11/06/2008 |
Frequently Asked Questions |
|
|
|
