William Margolis Location
Florida, United States
William Margolis Work
- 2007 - now Financial Representative at National Planning Corporation @ NPC Financial Corp.
- 2003 - 2007 Senior VP @ CRL Capital Management
- 1990 - 2003 Senior Vice president @ Wells Fargo
William Margolis Education
William Margolis Skills
William Margolis Summary
William Margolis, based in Florida, United States, is currently a Financial Representative at National Planning Corporation at NPC Financial Corp.. William Margolis brings experience from previous roles at CRL Capital Management and Wells Fargo. William Margolis holds a 1969 - 1973 BA in Economics @ Franklin & Marshall College. With a robust skill set that includes Comprehensive Planning, Life Insurance, Disability Insurance, Asset Protection, College Education Planning and more. William Margolis has 1 emails and 1 mobile phone numbers on RocketReach.