William Hartman, financial advisor Batesville MS

William Hartman

CRD Number: 2445010
Current Firm: Hartman, William Denton

William Hartman (CRD# 2445010) is an Investment Advisor Representative working at Hartman, William Denton in Batesville, MS and has over 28 years of experience in the finance industry. William Hartman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Security Bank Batesville, MS Oct 2000 - Current 23
Sole Proprietorship Batesville, MS Oct 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
Contact Info for William D. Hartman
Phone Number: 662-563-9311
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $5,834,180
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

MS

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