William Doss (CRD# 7277599) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tukwila, WA and has over 3 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jul 2020 - Current | 3 |
| Fidelity Investments | Merrimack, NH | Nov 2018 - Jul 2020 | 1 |
| Eastern Mountain Sports, LLC | Nashua, NH | Nov 2016 - Jun 2020 | 3 |
| American Pain Institute | Portsmouth, NH | Feb 2017 - Sep 2018 | 1 |
| Lincoln Christian University | Lincoln, IL | Aug 2014 - May 2017 | 2 |
| Bert's Better Beers | Manchester, NH | Jan 2016 - Feb 2017 | 1 |
| Oasis Christian Church | Concord, NH | Jul 2014 - Dec 2015 | 1 |
| Unemployed | Manchester, NH | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- IL
- MA
- NH
- TX
- WA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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