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William David Wilson

Mitchell Sinkler & Starr

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About William David Wilson

William David Wilson is an investment advisor representative with Mitchell Sinkler & Starr. William has been in the industry since July 2005 and is registered with the state of Pennsylvania. William is a Series 65 licensed advisor and holds a Uniform Investment Adviser Law Examination certification. William has a strong background in investment advice, and specializes in providing financial planning and portfolio management for individuals, businesses, and investment companies.

Firm Information

William Wilson is currently registered with Mitchell Sinkler & Starr. Mitchell Sinkler & Starr is a Philadelphia, PA-based investment advisor with $1,589,448,489 in regulatory assets under management. They specialize in portfolio management for individuals, businesses, and investment companies. They also provide financial planning services and have a strong focus on serving high-net-worth individuals, charitable organizations, and investment companies.
Mitchell Sinkler & Starr

TWO PENN CENTER PLAZA

PHILADELPHIA, PA 19102

$1.59B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Wilson’s Registration & Firm History

PA

09/15/2005 - Present

Mitchell Sinkler & Starr (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 09/14/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William David Wilson.
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