Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davis is a financial advisor with over 30 years of experience in the industry. William is a Managing Partner of Seven Hills Capital Management, LLC, and is registered with Thompson Davis & CO., Inc. William is a registered investment advisor in many states and provides a range of services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
02/09/2007 - Present
Thompson Davis & CO., Inc. (RICHMOND VA)
NY
03/09/2002 - 07/11/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
11/08/1990 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NA
06/22/1990 - 09/27/1990
F.N. WOLF & CO., INC.
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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