William Ramsdell, ChFC®

San Francisco, California, 94104
advisor

Member Since 2004

My knowledge and professional services will help you achieve your most important financial goals. I have the commitment, resources, and focus to help you accumulate and preserve the assets you need to meet educational goals, to live comfortably during retirement, and have financial security late in life when you need it the most. My ultimate goal for all of my clients is the financial peace of mind that occurs when you know you have selected the right financial advisor.
Contact William
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 25

  • Education

    • University of Montana (BS)

  • Certifications and Designations

    • ChFC®

  • Methods of Compensation

    • Financial Planning: Hourly fee
    • Investment Services: Asset-based fee, Hourly fee

  • Primary Custodian(s)

    • TD Ameritrade Institutional

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: 134297
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: William B Ramsdell
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • California

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Tax, Charitable

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • None

  • Insurance Products

    • Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business
 
Contact William
 
Visit Website - http://www.ramsdellcapital.com
Paladin Registry

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Public Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management

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