William Hullinger (CRD# 6005277) is an Investment Advisor Representative working at Verity Wealth Partners in Detroit, MI and has 1 year of experience in the finance industry. William Hullinger 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# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Wealth Partners LLC | Detroit, MI | Feb 2020 - Current | 4 |
| Planning Alternatives Ltd | Bloomfield Hills, MI | Feb 2016 - Feb 2020 | 4 |
| Deroy & Devereaux Private Investment Counsel, Inc. | Southfield, MI | Jul 2011 - Jan 2016 | 4 |
- MI
- TX
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$330,981
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MI, TX
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