William Scoggins (CRD# 5256745) is an Investment Advisor Representative working at Svb Wealth in Arlington, VA and has over 17 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizens Investor Services | Raleigh, NC | Nov 2023 - Current | < 1 |
Svb Wealth LLC | Arlington, VA | Sep 2022 - Current | 1 |
Svb Investment Services Inc. | Arlington, VA | Sep 2022 - Current | 1 |
Silicon Valley Bank | Arlington, VA | Jan 2020 - Mar 2023 | 3 |
Boston Private Wealth | Arlington, VA | Aug 2021 - Sep 2022 | 1 |
Svb Wealth Advisory Inc. | Arlington, VA | Jan 2020 - Sep 2022 | 2 |
Unemployed | Oakton, VA | Sep 2019 - Dec 2019 | < 1 |
Keel Point | Vienna, VA | Jan 2019 - Aug 2019 | < 1 |
Keel Point | Vienna, VA | Jun 2008 - Aug 2019 | 11 |
Keel Point | Vienna, VA | Oct 2018 - Jan 2019 | < 1 |
Keel Point Capital, LLC | Vienna, VA | Jan 2015 - Jan 2019 | 4 |
Keel Point Capital, LLC | Vienna, VA | Dec 2014 - Sep 2018 | 3 |
Keel Point Capital, LLC | Vienna, VA | Nov 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- VA
-
Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
-
Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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