William Reece is a registered investment advisor, based in Seattle, WA, with 22 years of industry experience.
Location
701 Fifth Avenue, Suite 4200, Seattle, WA, 98104
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Regulatory History
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 →Other Business ActivitiesSells Insurance
William is an investment advisor at Madison Park Capital Advisors, LLC, dedicating full-time hours to providing investment planning, advice, and analysis. He also works as an advisor at PKS Financial, spending a few hours per week sharing knowledge about insurance products with clients.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Madison Park Capital Advisors, LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.