Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McPherson Fitzhugh is a financial advisor with D.a. Davidson & Co. William Fitzhugh has been in the industry since June 9, 1998, and currently holds Series 7, 24, 55, and 63 licenses. William Fitzhugh is registered to provide financial advice in California and Texas. William Fitzhugh previously worked at Crowell Weedon & Co., Crowell, Weedon & Co., Maxwell Noll Investment Advisors, UBS Financial Services Inc., Wilson-Davis & Co., Inc., Samco Financial Services, Inc., Penson Financial Services, Inc., Century City Securities, Inc, Paragon Capital Markets, Access Securities, Inc., J.B. Oxford & Company, and Reynolds Kendrick Stratton, Inc.
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
10/10/2018 - Present
D.a. Davidson & Co. (Claremont CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (PASADENA CA)
CA
03/12/2013 - 11/04/2013
CROWELL, WEEDON & CO. (PASADENA CA)
CA
10/03/2008 - 08/31/2012
MAXWELL NOLL INVESTMENT ADVISORS (PASADENA CA)
NJ
11/11/2002 - 10/20/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
UT
11/20/2001 - 01/17/2002
WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)
AZ
10/25/2000 - 09/13/2001
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
09/29/1999 - 12/08/2000
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
CA
06/07/1999 - 10/01/1999
CENTURY CITY SECURITIES, INC (BEVERLY HILLS CA)
NJ
04/01/1999 - 06/10/1999
PARAGON CAPITAL MARKETS (EAST HANOVER NJ)
CT
09/14/1998 - 03/24/1999
ACCESS SECURITIES, INC. (STAMFORD CT)
CA
01/10/1994 - 09/09/1998
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NA
08/27/1993 - 12/31/1993
REYNOLDS KENDRICK STRATTON, INC.
BC
Issued 03/25/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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