Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Hufnell is a Certified Financial Planner™ with over 12 years of experience in the financial services industry. William is currently registered as a Registered Investment Advisor with Modera Wealth Management, LLC in Maryland. Modera Wealth Management, LLC is a firm with over $12.5 billion in assets under management and specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. Prior to joining Modera Wealth Management, LLC, William worked as a financial advisor at Annapolis Financial Services, LLC/Bay Point Wealth in Annapolis, Maryland.
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.
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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MD
11/21/2024 - Present
Modera Wealth Management, LLC (ANNAPOLIS MD)
Active
Inactive
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