William NilesCRD 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 10 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Stifel, Nicolaus & Company, Incorporated
Msi Financial Services, Inc.
|Niles Cpa||Wichita Falls, TX||Jan 2004 - Current||13|
|Investment & Asset Planning, LLC||Wichita Falls, TX||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management390MILLIONS
Total Number of Accounts2,339ACCOUNTS
Average Account Value$166,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, FL, LA, NE, NM, NY, OK, TX