William Dozier (CRD# 7774783) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Tempe, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Jul 2023 - Current | < 1 |
| John Hancock Investment Management Distributors LLC | Boston, MA | Jul 2023 - Current | < 1 |
| University Of South Carolina | Columbia, SC | Aug 2021 - May 2023 | 1 |
| K38 Baja Grill | Wilmington, NC | Jun 2018 - Aug 2021 | 3 |
| Cape Fear Academy | Wilmington, NC | Aug 2006 - May 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- AZ
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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, VI, VT, WA, WI, WV, WY
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