William HankinsCRD Number: 3108931
Current Firm: Strategic Advisers, Inc.
William Hankins (CRD# 3108931) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Knoxville, TN and has over 18 years of experience in the finance industry.
Retirement Planning Services, LLC
Cw Securities, LLC
Ameriprise Financial Services, Inc.
|Fidelity Investments||Knoxville, TN||Oct 2010 - Current||6|
|Ssn Advisory, Inc.||Knoxville, TN||Nov 2003 - Oct 2010||6|
|Securities Service Network, Inc.||Knoxville, TN||Nov 2003 - Oct 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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