• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
WILLIAM JOSEPH ALTMAN
BILL ALTMAN
CRD#: 6396968
IA
Investment Adviser
THE PREMIER ADVISORY GROUP, LLCCRD#: 173071 11910 STONEGATE DRIVE
\
OMAHA, NE 68164
Registration History
2014201520162017201820192020202120222023202420252026IATHE PREMIER ADVISORY GROUP, LLC (CRD# 173071)2014 - Present (10 years)
Disclosure(s)
View By:
11/19/2018
Customer Dispute
Settled
11/9/2018
Customer Dispute
Settled
8/15/2018
Customer Dispute
Settled
4/6/2018
Customer Dispute
Settled
License(s)

State Registrations

IA
Iowa 4/4/2018

IA
New Mexico 10/5/2017

IA
Nebraska 10/30/2014

IA
Texas 2/1/2016

Current Registration(s)
IA
THE PREMIER ADVISORY GROUP, LLC (CRD#:173071)
11910 STONEGATE DRIVE \, OMAHA, NE 68164
Registered with this firm since 10/30/2014

For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.