Bill DuBose (CRD# 2968906) is an Investment Advisor Representative working at Lpl Financial LLC in MclLan, VA and has over 20 years of experience in the finance industry. William Dubose 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Financial LLC | Mclean, VA | Nov 2019 - Current | 4 |
| Lpl Financial LLC | Mclean, VA | Jan 2007 - Nov 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- VA
-
Total Assets Under Management281MILLIONS
-
Total Number of Accounts1,286ACCOUNTS
-
Average Account Value$218,205
- 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
- Selection of other advisers (including private fund managers)
CA, DC, FL, HI, LA, MD, NC, SC, TX, VA
Securities offered through LPL Financial, Member FINRA/SIPC
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