William Taber has been an investment adviser representative at Taber Asset Management since January 2016, and is not listed among the firm’s executive officers or direct owners.
Taber Asset Management L.L.C. is a firm with $110M under management, 102 clients and 3 advisers across 2 offices, as of its May 2026 filing.
- – present · 10 yearsDes Moines, IA · Adviser representative · Firm CRD 115849
Investment adviser representative registrations
William Taber is registered as an investment adviser representative in Iowa, since January 2016.
- IowaSince 12 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Alexander Taber
- CRD
- 6600390
- Firm
- Taber Asset Management · CRD 115849
- Office
- Des Moines, IA
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does William Taber work?
William Taber is an investment adviser representative registered through Taber Asset Management L.L.C. since January 2016, and is not listed among the firm’s executive officers or direct owners.
Is William Taber a financial advisor?
Yes. William Taber has a current investment-adviser registration in Iowa, through Taber Asset Management since January 2016.
How many years of experience does William Taber have?
William Taber has 10 years in the financial industry, since January 2016, across 1 adviser firm.
What exams has William Taber passed?
William Taber passed the Series 65 in October 2015.
Where is William Taber based?
William Taber’s registered office is in Des Moines, IA.
Is William Taber registered with FINRA?
No. William Taber has no current broker registration.
How can I verify William Taber’s record?
Search CRD 6600390 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Taber’s full registration record.