William Fitzhugh is a registered investment advisor at D.A. Davidson & CO., based in Pasadena, CA, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
301 North Lake, Suite 800, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a landowner in Sumner, Mississippi, renting out land for farming. He spends minimal time on this activity.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Maxwell Noll Investment AdvisorsBroker
Maxwell Noll Investment Advisors
Cloudbreak Capital LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wilson-Davis & CO., INC.Broker
Samco Financial Services, INC.Broker
Penson Financial Services, INC.Broker
Century City Securities, INCBroker
Paragon Capital MarketsBroker
Access Securities, INC.Broker
J.B. Oxford & CompanyBroker
Reynolds Kendrick Stratton, INC.Broker
State Registrations24 states
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