William Witt (CRD# 6781715) is an Investment Advisor Representative working at Prudential Financial Planning Services in Blackwood, NJ and has over 6 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Blackwood, NJ | Jun 2017 - Current | 6 |
| Pruco Securities, LLC | Blackwood, NJ | Mar 2017 - Current | 7 |
| Rosato's Pub And Pizzeria | Toms River, NJ | Jun 2015 - Jun 2017 | 2 |
| Al's Famous Pizza | Toms River, NJ | Sep 2014 - Jun 2015 | < 1 |
| Al's Pizza Wroks | Toms River, NJ | May 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- NJ
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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