Unclaimed
William Britt is an investment advisor representative at Hightower Advisors, LLC. William has been in the industry since July 2014 and has worked at firms such as Fortiter Wealth Management, LLC, Jackson Hill Advisors, Eagle Global Advisors, and South Fork Wealth Management LLC. William is a licensed Investment Advisor Representative in Texas and holds the Series 65 exam. William's areas of expertise include Financial Planning, Pension Consulting, and Portfolio Management for Individuals and Businesses. William specializes in working with corporations, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. William is affiliated with Hightower Advisors, LLC, which has offices in Houston, Texas and Chicago, Illinois.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
11/18/2022 - Present
Hightower Advisors, LLC (Houston TX)
IA
Issued 02/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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