William Silvan, financial advisor Lenoir City TN

William Silvan

CRD Number: 1906921
Current Firm: Avantax Advisory Services

William Silvan (CRD# 1906921) is an Investment Advisor Representative working at Avantax Advisory Services in Lenoir City, TN and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Lenoir, TN Sep 2008 - Current 15
Avantax Investment Services, Inc. Lenoir, TN Sep 1989 - Current 34
William J Silvan Ea Lenoir City, TN Jan 1987 - Current 37
Fiduciary Trust Lenoir City, TN Jul 2016 - Sep 2018 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
Contact Info for William J. Silvan
Phone Number: 972-870-6000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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