William Sessoms, financial advisor Wilmington NC
93 score

William Sessoms

CRD Number: 3055139
Current Firm: Td Private Client Wealth LLC

William Sessoms (CRD# 3055139) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Wilmington, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Td Private Client Wealth LLC Wilmington, NC Sep 2012 - Current 4
Td Bank, N.a. Wilmington, NC Sep 2012 - Current 4
Td Bank, N.a. Wilmington, NC Aug 2008 - Sep 2012 4
Uvest Financial Services Group, Inc. Charlotte, NC Sep 2008 - Nov 2010 2
Wachovia Securities, LLC Wilmington, NC Jun 2003 - Aug 2008 5
Wachovia Bank, N.a. Wilmington, NC Jun 2002 - Aug 2008 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for William H. Sessoms
Phone Number: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • CA
  • ME
  • CT
  • DE
  • FL
  • MD
  • MA
  • NH
  • NJ
  • NC
  • PA
  • RI
  • SC
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    1,061
    MILLIONS
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $804,695
Compensation Options
  • A percentage of assets under your management
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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