William Hesmer (CRD# 6166507) is an Investment Advisor Representative working at Oak Harbor Wealth Partners, LLC in Raleigh, NC and has over 11 years of experience in the finance industry. William Hesmer 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | Raleigh, NC | Oct 2021 - Current | 2 |
| Major League Soccer | Raleigh, NC | Mar 2015 - Current | 9 |
| Wake Med Soccer Park | Cary, NC | Jun 2014 - Current | 9 |
| Raymond James & Associates | Raleigh, NC | Jan 2013 - Sep 2021 | 8 |
| St. David's Soccer | Raleigh, NC | Feb 2014 - Mar 2017 | 3 |
| Casl / Wral Fields | Raleigh, NC | Aug 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- NC
- TX
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Total Assets Under Management566MILLIONS
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Total Number of Accounts1,397ACCOUNTS
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Average Account Value$405,176
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, KS, MA, MO, NC, OH, PA, SC, TN, TX, VA
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