William HaddockCRD Number: 7458102
Current Firm: Beacon Pointe Advisors, LLC
William Haddock (CRD# 7458102) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Beacon Pointe Advisors, LLC||Greensboro, NC||Nov 2021 - Current||< 1|
|Dmj & Company, Pllc||Sanford, NC||Oct 2017 - Current||4|
|Dhg, LLP||Raleigh, NC||Oct 2012 - Oct 2017||5|
|Unemployed||Greenville, NC||May 2012 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management23,675MILLIONS
Total Number of Accounts40,470ACCOUNTS
Average Account Value$584,990
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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