William ConteCRD Number: 3090899
Current Firm: H.d. Vest Advisory Services, Inc.
William Conte (CRD# 3090899) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Norton, OH and has over 19 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|H.d. Vest Investment Services||Norton, OH||Jul 1998 - Current||19|
|Conte Company, Cpa Inc.||Norton, OH||Jan 1987 - Current||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY