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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Paul Sutton is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. William Paul Sutton has been in the industry since September 30, 2020 and holds registrations in 55 states, including Alabama, Alaska, and Arizona. William Paul Sutton is a licensed investment advisor representative and registered representative. William Paul Sutton is also a real estate agent and holds a license to practice real estate in North Carolina. William Paul Sutton's areas of specialization include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. William Paul Sutton has been employed by Fidelity Investments since July 2020. William Paul Sutton has been employed by Fathom Realty since September 2018. William Paul Sutton has been employed by Texas State University since June 2017. William Paul Sutton has been employed by Tarrant County College since August 2013. William Paul Sutton has been employed by Maverick All Star Tumblers since August 2015. William Paul Sutton has been employed by Vin Gym since January 2018. William Paul Sutton's firm, Fidelity Personal And Workplace Advisors, is located in Boston, Massachusetts and manages between $1 billion - $10 billion in client assets.
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.
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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NC
10/27/2020 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 10/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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