Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam O'neal Hocutt is a Certified Financial Planner with Savant Wealth Management. William has been in the financial services industry since 2003 and has a diverse background in tax preparation, accounting, and real estate. William has held previous roles with LPL Financial LLC, Ameritas Investment Corp., and The Advisors Group, Inc.. William holds the Series 66, SIE, and Series 7 licenses. William specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, families, and businesses.
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
AL
12/04/2023 - Present
Savant Wealth Management (Birmingham AL)
AL
08/22/2013 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
10/31/2003 - 08/23/2013
AMERITAS INVESTMENT CORP. (HOMEWOOD AL)
MD
06/19/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 07/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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