William HutsonCRD Number: 5373330
Current Firm: Transamerica Retirement Advisors, LLC
William Hutson (CRD# 5373330) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Euless, TX and has over 10 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Transamerica Investors Securities Corporation||Euless, TX||Oct 2015 - Current||2|
|Transamerica Retirement Solutions||Dallas, TX||Oct 2015 - Current||2|
|Jp Morgan Chase Bank||Arlington, TX||Jul 2014 - Oct 2015||1|
|Jp Morgan Securities LLC||Arlington, TX||Jul 2014 - Sep 2015||1|
|William Hutson||Euless, TX||Feb 2014 - Dec 2014||< 1|
|Fidelity Investments||Westlake, TX||Jun 2007 - Feb 2014||6|
|Fidelity Brokerage Services LLC||Westlake, TX||Jun 2007 - Feb 2014||6|
|Strategic Advisers, Inc.||Westlake, TX||Jun 2007 - Feb 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management3,803MILLIONS
Total Number of Accounts24,276ACCOUNTS
Average Account Value$156,655
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV
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