Wilton Williams, financial advisor Baton Rouge LA
73 score

Wilton Williams

CRD Number: 4571750
Current Firm: H.d. Vest Advisory Services, Inc.

Wilton Williams (CRD# 4571750) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Baton Rouge, LA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Baton Rouge, LA Aug 2003 - Current 13
H. D. Vest Investment Services Baton Rouge, LA Jul 2002 - Current 14
Dallas Insurance Service Baton Rouge, LA Apr 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Wilton H. Williams
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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