William Avant, financial advisor Mount Pleasant SC
93 score

William Avant

CRD Number: 4517403
Current Firm: Saos Capital, LLC

William Avant (CRD# 4517403) is an Investment Advisor Representative working at Saos Capital, LLC in Mount Pleasant, SC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities Inc. Mt Pleasant, SC Oct 2014 - Current 2
Saos Capital, LLC Mount Pleasant, SC Nov 2011 - Current 5
Resource Horizons Group, LLC Marietta, GA Jan 2012 - Oct 2014 2
Linsco/private Ledger Corp. Mt. Pleasant, SC Apr 2005 - Jan 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for William R. Avant
Phone Number: 843-388-9925
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    1,153
    ACCOUNTS
  • Average Account Value
    $56,582
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
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, LA, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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