William Mitton (CRD# 4187917) is an Investment Advisor Representative working at Triton Wealth Management, Pllc in Sun City, AZ and has over 23 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Aug 2019 - Current | 4 |
| Triton Wealth Management, Pllc | Sun City, AZ | Nov 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2016 - Aug 2019 | 2 |
| Kingsview Asset Management | Sun City, AZ | Oct 2016 - Dec 2018 | 2 |
| Raymond James Financial Services Advisors Inc. | Sun City, AZ | Jul 2009 - Oct 2016 | 7 |
| Raymond James Financial Services, Inc. | Sun City, AZ | May 2009 - Oct 2016 | 7 |
| Az Financial, LLC | Sun City West, AZ | May 2013 - Aug 2016 | 3 |
| Insurance Non-variable | Sun City, AZ | Oct 2009 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- MN
- TX
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Total Assets Under Management307MILLIONS
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Total Number of Accounts1,398ACCOUNTS
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Average Account Value$219,838
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, MN, MO, NE, NM, NV, TX, UT, WA, WI
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