William Gerard Pembroke
Investment Adviser Representative at AVANTAX PLANNING PARTNERS, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Gerard Pembroke has worked in the securities industry since 1996. They are registered to provide investment advisory services in Florida, Georgia, Kentucky, New Jersey, Pennsylvania, and Tennessee.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 to $1,000,000 | 1.25% |
| $1,000,001 to $2,000,000 | 1.00% |
| $2,000,001 to $5,000,000 | 0.75% |
| Over $5,000,000 | 0.60% |
Avantax Planning Partners, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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