William Niles, financial advisor Wichita Falls TX
93 score

William Niles

CRD Number: 4588184
Current Firm: Bft Financial Group, LLC

William Niles (CRD# 4588184) is an Investment Advisor Representative working at Bft Financial Group, LLC in Wichita Falls, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Niles Cpa Wichita Falls, TX Jan 2004 - Current 12
Investment & Asset Planning, LLC Wichita Falls, TX Aug 2002 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for William J. Niles
Phone Number: 817-354-1090
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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