William Francavilla, financial advisor Middleburg VA
96 score

William Francavilla

CRD Number: 1447863
Current Firm: Kestra Private Wealth Services, LLC

William Francavilla (CRD# 1447863) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Middleburg, VA and has over 30 years of experience in the finance industry. William Francavilla 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.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services LLC Austin, TX Oct 2014 - Current 2
Kestra Private Wealth Services, LLC Middleburg, VA Oct 2014 - Current 2
Unemployed Barhamsville, VA Jun 2013 - Oct 2014 1
Morgan Stanley Smith Barney Newport News, VA Feb 2008 - Jun 2013 5
Citigroup Global Markets Inc. Newport News, VA Feb 2006 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Feb 1992
Contact Info for William M. Francavilla
Phone Number: 800-214-8341
Firm Website: http://washwm.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    926
    MILLIONS
  • Total Number of Accounts
    3,545
    ACCOUNTS
  • Average Account Value
    $261,243
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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