William Avant (CRD# 4517403) is an Investment Advisor Representative working at Saos Capital, LLC in Mount Pleasant, SC and has over 21 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saos Capital, LLC | Mount Pleasant, SC | Nov 2011 - Current | 12 |
| Kovack Securities Inc. | Mt Pleasant, SC | Oct 2014 - Apr 2019 | 4 |
| Resource Horizons Group, LLC | Marietta, GA | Jan 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- SC
- TX
- WA
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts1,323ACCOUNTS
-
Average Account Value$127,991
- A percentage of assets under your management
- 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
AL, CA, FL, GA, LA, MI, NC, PA, SC, TX, WA
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