Unclaimed Profile

William John Schultz

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania

Series 7, Series 15, Series 63, Series 65Clean record20 years registeredMCQUEEN, BALL & ASSOCIATES INC.

60 W BROAD STREET, SUITE 300, BETHLEHEM, PA 18018-5721CRD# 1174573Firm CRD# 104663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William John Schultz · BETHLEHEM, PA

Registration

CRD #1174573 · MCQUEEN, BALL & ASSOCIATES INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCQUEEN, BALL & ASSOCIATES INC.

CAPTRUST

Apr 2019 – Jul 2021

BETHLEHEM, PA

60 WEST ADVISORS, LLC

Mar 2017 – May 2019

BETHLEHEM, PA

MCQUEEN, BALL & ASSOCIATES INC.

Jul 2006 – Sep 2019

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 15

Series 63

Series 65

Registration record

First registered · July 20, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCQUEEN, BALL & ASSOCIATES INC.

CRD 104663 · SEC 801-21989

AUM

$1.2B

Regulatory assets under management

Employees

1,081 client accounts

Services offered by MCQUEEN, BALL & ASSOCIATES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCQUEEN, BALL & ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does William John Schultz offer?

William John Schultz specializes in Financial Planning, Investment Management, Wealth Management.

What are William John Schultz's credentials?

William John Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William John Schultz located?

William John Schultz is based in BETHLEHEM, Pennsylvania, last registered with MCQUEEN, BALL & ASSOCIATES INC..

How does William John Schultz charge for services?

William John Schultz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCQUEEN, BALL & ASSOCIATES INC.?

MCQUEEN, BALL & ASSOCIATES INC. has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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