linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Russell Hesmer

OAK Harbor Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Russell Hesmer

William Russell Hesmer is a financial advisor with over 8 years of experience in the financial services industry. William currently works for Oak Harbor Wealth Partners, LLC, where William provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. William previously worked at Raymond James & Associates, Inc. in Raleigh, North Carolina. William is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 66, Series 7 and SIE license. William also has an active registration in North Carolina and Texas.

Firm Information

William Hesmer is currently registered with OAK Harbor Wealth Partners, LLC. OAK Harbor Wealth Partners, LLC is an investment advisor registered with the SEC. They are located in Raleigh, NC and provide financial planning, pension consulting, and portfolio management services. They manage assets for individuals, businesses, and charitable organizations. Their assets under management are over $566 million.
OAK Harbor Wealth Partners, LLC

3101 GLENWOOD AVENUE

RALEIGH, NC 27612

$566.03M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Hesmer’s Registration & Firm History

NC

01/28/2022 - Present

OAK Harbor Wealth Partners, LLC (RALEIGH NC)

NC

03/25/2013 - 10/29/2021

RAYMOND JAMES & ASSOCIATES, INC. (RALEIGH NC)

Not sure if William Russell Hesmer is right for you?

Licenses & Designations

BOTH

Issued 04/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Russell Hesmer.
Not sure if William Russell Hesmer is right for you?