William Davis (CRD# 2841528) is an Investment Advisor Representative working at Hilltop Wealth Solutions in Bremen, IN and has over 26 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2245020
Lpl Financial LLC
CRD# 2362499
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hilltop Wealth Solutions | Mishawaka, IN | Jan 2018 - Current | 6 |
| Ameriprise Financial Services, Inc. | Bremen, IN | Sep 2005 - Jan 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- IN
-
Total Assets Under Management407MILLIONS
-
Total Number of Accounts2,495ACCOUNTS
-
Average Account Value$163,179
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, IL, IN, MI, NC, NH, TX
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