William McLemore

Advisor at Pensionmark - Santa Barbara, CA, US

William McLemore's Colleagues at Pensionmark

Jennifer Tanck

Executive Vice President

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Tony Winkeljohn

Managing Director

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Scott Ulves

Investment Advisor Representative

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Ronnie Cox

Senior Vice President, Investments

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Diana Pereira

Chief Financial Officer

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Laura Battle

Vice President, Operations

Contact Laura Battle

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William McLemore's Contact Details

Email (Verified)
***@pensionmark.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
888-201-5488

Location

Company
Pensionmark

William McLemore's Company Details

Pensionmark

Santa Barbara, CA, US • 250 - 499 Employees
Financial Services

Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 3,000 corporate retirement plans and $80 billion* in assets supported. With 300 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their retirement plan needs and obligations. *As of 12/31/2020, the Pensionmark network of advisors and firms provides support to over $80.7 billion in assets across a variety of channels including investment management and retirement plan consulting services, which includes regulatory assets under management (AUM) of over $24.2 billion.Pensionmark Financial Group, LLC ("Pensionmark") is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

401(k) Profit Sharing Executive Deferred Compensation Defined Benefit Pension Not-for-Profit Wealth Management Retirement Planning Financial Planning B2B Financial Services Financial Advisory Services

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Frequently Asked Questions about William McLemore

William McLemore currently works for Pensionmark Financial Group.

William McLemore's role at Pensionmark Financial Group is Advisor.

William McLemore's email address is ***@pensionmark.com. To view William McLemore's full email address, please signup to ConnectPlex.

William McLemore works in the Financial Services industry.

William McLemore's colleagues at Pensionmark are Jennifer Tanck, Tony Winkeljohn, Kevin Buckley, Scott Ulves, Ronnie Cox, Diana Pereira, Laura Battle and others.

William McLemore's phone number is 888-201-5488