William Hufnell, financial advisor Annapolis MD

William Hufnell

CRD Number: 4627519
Current Firm: Bay Point Wealth

William Hufnell (CRD# 4627519) is an Investment Advisor Representative working at Bay Point Wealth in Annapolis, MD and has 1 year of experience in the finance industry. William Hufnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Annapolis Financial Services, LLC Annapolis, MD Oct 1995 - Current 28

William Hufnell has no recent exams reported.
Contact Info for William J. Hufnell
Phone Number: 410-626-8198
Registered State(s):
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    399
    MILLIONS
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $2,268,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, FL, MD, NC, NH, NY, PA, SC, TX, VA

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