William Bissett (CRD# 4644966) is an Investment Advisor Representative working at Portus Wealth Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. William Bissett 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.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portus Wealth Advisors, LLC | Charlotte, NC | Jan 2019 - Current | 5 |
| Secrest Blakey & Associates, LLC | Charlotte, NC | May 2015 - Feb 2019 | 3 |
| Pinnacle Advisory Group, Inc. | Columbia, MD | May 2007 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- NC
- TX
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Total Assets Under Management137MILLIONS
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Total Number of Accounts409ACCOUNTS
-
Average Account Value$333,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CO, FL, NC, NJ, SC, TX, VA
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