William Dubois (CRD# 1592391) is an Investment Advisor Representative working at Return On Investment, LLC in Afton, WY and has over 37 years of experience in the finance industry.
CRD# 1142483
Money Concepts Advisory Service
CRD# 5128294
Hale Financial Solutions, LLC
CRD# 6203252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Return On Investment, LLC | Afton, WY | May 2019 - Current | 4 |
| Pilotage Private Wealth Ag | Zurich, | Oct 2014 - Apr 2019 | 4 |
| Return On Investment, LLC | Santa Barbara, CA | Jan 2001 - Aug 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- WY
-
Total Assets Under Management885MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$176,960,000
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
WY
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