William Wadsworth (CRD# 1987068) is an Investment Advisor Representative working at Its Asset Management, LP in North Haven, CT and has over 32 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Its Asset Management | Washington, PA | Nov 2021 - Current | 2 |
| Integrated Financial Planning Services | Heidelberg, | Dec 2016 - Current | 7 |
| Pts Asset Management | North Haven, CT | Mar 2015 - Oct 2021 | 6 |
| Pts Asset Management | North Haven, CT | Sep 2011 - Oct 2021 | 10 |
| Wadsworth Investment Company, Inc. | North Haven, CT | Mar 2015 - Dec 2016 | 1 |
| Wadsworth Investment Company, Inc. | Wallingford, CT | Apr 2012 - Dec 2016 | 4 |
| Wadsworth Investment Company, Inc. | Wallingford, CT | Oct 1996 - Dec 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,201ACCOUNTS
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Average Account Value$224,346
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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