William Dugdale, financial advisor Montchanin DE

William Dugdale

CRD Number: 4451086
Current Firm: Montchanin Asset Management, LLC

William Dugdale (CRD# 4451086) is an Investment Advisor Representative working at Montchanin Asset Management, LLC in Montchanin, DE and has over 6 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Montchanin DE
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Mark Abbonizio, financial advisor Montchanin DE
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor Montchanin DE
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Company Name Location Dates Years
Bell Rock Capital, LLC Montchanin, DE Mar 2017 - Current 7
Montchanin Asset Management, LLC Montchanin, DE Sep 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for William K. Dugdale
Phone Number: 302-652-3101
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $928,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, PA

Ready to hire a financial advisor? Get competitive proposals from William Dugdale and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.