Durant Wealth Mgmt Advisory Services

Durant Wealth Mgmt Advisory Services (CRD# 166863) is a financial advisory firm headquartered in Mooresville, NC. They manage $5,250,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 3426, Mooresville, NC 28117
http://www.durantwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $138,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Durant Wealth Mgmt Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
William Howard, financial advisor Mooresville NC
William D. Howard
CRD#: 728956
Mooresville, NC

William Howard (CRD# 728956) is an Investment Advisor Representative working at Durant Wealth Mgmt Advisory Services in Mooresville, NC and has over 42 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals