William SerritslevCRD Number: 5042198
Current Firm: Avantax Advisory Services
William Serritslev (CRD# 5042198) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has over 16 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Unionbanc Investment Services, LLC
Mission Wealth Management, LP
|Avantax Insurance Services, LLC||Solvang, CA||Jul 2019 - Current||2|
|Avantax Advisory Services||Solvang, CA||Nov 2012 - Current||9|
|Serritslev Norwine & Co Cpas LLP||Solvang, CA||Jan 2006 - Current||15|
|Avantax Investment Services, Inc.||Solvang, CA||Sep 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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