William DutyCRD Number: 4864800
Current Firm: White Oaks Investment Management, Inc.
William Duty (CRD# 4864800) is an Investment Advisor Representative working at White Oaks Investment Management, Inc. in Sarasota, FL and has 1 year of experience in the finance industry.
Sage Wealth Consulting, LLC
Advice And Planning Services
|White Oaks Investment Management, Inc.||Longboat Key, FL||Oct 2021 - Current||< 1|
|White Oaks Wealth Advisors, Inc.||Sarasota, FL||Apr 2014 - Current||8|
|Roseline Capitol Advisors||Richmond, VA||Jun 2006 - Apr 2014||7|
Total Assets Under Management395MILLIONS
Total Number of Accounts11ACCOUNTS
Average Account Value$35,946,763
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
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