Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Richard Hurt is an investment advisor representative registered with U.S. Capital Wealth Advisors, LLC. William has been working in the financial services industry since 1999. William is a registered representative and a financial advisor with the firm. William has a Series 63, Series 65, Series 7 and Series 79 licenses and is a general securities principal. William has held previous roles as a registered representative at Sanders Morris Harris Inc. and J.P. Morgan Securities Inc. William has a total of 12 approved state registrations, including California, Colorado, Florida, Georgia, New Mexico, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Wyoming. William holds a Series 65 license and has been registered in Texas since 2021. William has been working in the financial services industry for over 20 years. William also manages the firm's financial planning, pension consulting, and educational seminars. William provides portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
05/02/2001 - 09/08/2011
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NY
09/20/2000 - 05/18/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 11/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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