William Hutson, financial advisor Euless TX
93 score

William Hutson

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Investors Securities Corporation Euless, TX Oct 2015 - Current 1
Transamerica Retirement Solutions Dallas, TX Oct 2015 - Current 1
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
First Nlc Dallas, TX Dec 2006 - May 2007 < 1
Homefield Financial Las Colinas, TX Jul 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for William T. Hutson
Phone Number: 866-368-0566
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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