William WhitemanCRD Number: 1928709
Current Firm: J. W. Cole Advisors, Inc.
William Whiteman (CRD# 1928709) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Palm Harbor, FL and has over 22 years of experience in the finance industry. William Whiteman 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Advisors, Inc.||Tampa, FL||Jul 2017 - Current||< 1|
|J.w. Cole Financial, Inc.||Tampa, FL||Jul 2017 - Current||< 1|
|Advanced Financial Planning||Palm Harbor, FL||Jun 1995 - Current||22|
|Sii Investments, Inc.||Palm Harbor, FL||Dec 2008 - Jul 2017||8|
|Fsc Securities Corporation||Palm Harbor, FL||Jul 1995 - Dec 2008||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
Total Assets Under Management1,501MILLIONS
Total Number of Accounts7,731ACCOUNTS
Average Account Value$194,099
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV