William SittigCRD Number: 5432041
Current Firm: H.d. Vest Advisory Services, Inc.
William Sittig (CRD# 5432041) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tallahassee, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Bill Sittig Cpa, LLC||Tallahassee, FL||Jan 2011 - Current||6|
|H.d. Vest Investment Services||Tallahasse, FL||Sep 2008 - Current||8|
|H.d. Vest Advisory Services||Tallahassee, FL||Aug 2007 - Current||9|
|Jett & Sittig, P.a.||Tallahassee, FL||Nov 2006 - Dec 2010||4|
|State Of Florida||Tallahassee, FL||Sep 2001 - Oct 2006||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
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