Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruce Dutton is a financial advisor who has been working in the industry since 2000. Currently, William is registered with Osaic Wealth, Inc., and is an investment advisor representative with the firm. Before joining Osaic Wealth, Inc., William worked at Woodbury Financial Services, Inc. and LPL Financial LLC, among others. William has a wide range of experience and expertise in providing financial planning and investment management services to individuals, families, and businesses. William's areas of expertise include, retirement planning, college savings, and estate planning. William also provides business financial planning services. William has a strong commitment to providing personalized service to each of his clients and works closely with them to develop customized financial plans to meet their unique needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/02/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
03/06/2015 - 09/01/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/11/2010 - 06/04/2014
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
CA
05/26/2000 - 10/23/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
WI
05/26/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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