William Pusey (CRD# 4700336) is an Investment Advisor Representative working at Crossgrain Family Investments, LLC in Henrico, VA and has over 10 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crossgrain Family Investments, LLC | Henrico, VA | Jan 2022 - Current | 2 |
| Kimble Advisory LLC | Richmond, VA | Apr 2019 - Dec 2021 | 2 |
| Keel Point, LLC | Vienna, VA | Jan 2015 - Mar 2019 | 4 |
| Keel Point Capital, LLC | Vienna, VA | Jan 2015 - Mar 2019 | 4 |
| Keel Point Advisors, LLC | Vienna, VA | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- TX
- VA
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$659,528
- 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
- Pension consulting services
- Other
TX, VA
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