William Duty, financial advisor Sarasota FL

William Duty

CRD 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.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
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

William Duty has no recent exams reported.
Contact Info for William A. Duty
Phone Number: 941-361-9000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    395
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $35,946,763
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, MN

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