William Kindle is a registered investment advisor, based in Medfield, MA, with 29 years of industry experience.
Location
Medfield, MA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Homestead Financial Services CORP.
May 2022 - Present · 3 yrs 11 mos
Homestead Advisers CORP.
May 2022 - Present · 3 yrs 11 mos
Homestead Financial Services CORP.Broker
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Windham Capital Management, LLC
June 2021 - November 2021 · 5 mos
Foreside Fund Services, LLCBroker
January 2017 - April 2020 · 3 yrs 3 mos
Northern Lights Distributors, LLCBroker
September 2013 - December 2016 · 3 yrs 3 mos
Wellesley Asset Management, INC.
September 2013 - March 2020 · 6 yrs 6 mos
Ai Advisors, LLC
December 2011 - June 2012 · 6 mos
Charles Schwab & CO., INC.Broker
June 2001 - October 2011 · 10 yrs 4 mos
National Financial Services LLCBroker
January 1997 - March 2001 · 4 yrs 2 mos
Fidelity Brokerage Services, INC.Broker
August 1993 - December 1996 · 3 yrs 4 mos
Lehman Brothers INC.Broker
March 1993 - July 1993 · 4 mos
State Registrations53 states
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Exams
No exam information available for this advisor.