William Dudley (CRD# 2159253) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Calhoun, GA and has over 32 years of experience in the finance industry. William Dudley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5537402
Edward Jones
CRD# 1981586
Dempsey Lord Smith, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Calhoun, GA | Nov 2018 - Current | 5 |
| Winners Club Of Calhoun | Calhoun, GA | Jan 2009 - Current | 15 |
| Dudley Asset Management | Calhoun, GA | Sep 2002 - Current | 21 |
| Signator Investors, Inc. | Calhoun, GA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Calhoun, GA | Jan 1998 - May 2016 | 18 |
| Life Investors | Dalton, GA | Feb 1996 - Nov 2015 | 19 |
| Seala Investments | Calhoun, GA | May 1999 - Dec 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
- FL
- GA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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