William PainterCRD Number: 5924148
Current Firm: H.d. Vest Advisory Services, Inc.
William Painter (CRD# 5924148) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Surprise, AZ and has over 6 years of experience in the finance industry.
Barnes Investment Advisory Inc.
Claremont Capital Management, LLC
Murphy Capital Advisors, LLC
|H.d. Vest Adivsory Services||Suprise, AZ||Aug 2011 - Current||6|
|H.d. Vest Investment Services||Surprise, AZ||May 2011 - Current||6|
|H.d. Vest Insurance Agency, Inc.||Surprise, AZ||May 2011 - Current||6|
|Painter & Painter Inc.||Surprise, AZ||Sep 2008 - Current||9|
|Patricia A Painter Pc Cpa||Surprise, AZ||Sep 2011 - Nov 2014||3|
|Patricia A Painter P C Certified Pu||Surprise, AZ||Sep 2008 - Nov 2014||6|
|Patricia A Painter P C Certified Public Accountant||Surprise, AZ||Sep 2008 - Nov 2014||6|
|Painter Enterprises, Inc.||Surprise, AZ||Mar 2001 - Aug 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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