William SilvanCRD Number: 1906921
Current Firm: H.d. Vest Advisory Services, Inc.
William Silvan (CRD# 1906921) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lenoir City, TN and has over 26 years of experience in the finance industry. William Silvan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|H.d. Vest Advisory Services||San Diego, CA||Sep 2008 - Current||9|
|H.d. Vest Investment Services||San Diego, CA||Sep 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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