William James is a CFP, ChFC-designated registered investment advisor, based in Doylestown, PA, with 32 years of industry experience.
Location
60 Green St, Suite 2, Doylestown, PA, 18901
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells fixed insurance products through Dynasty Advisors LLC, Dynasty Insurance Agency, or Dynasty Risk Management, and is an owner and partner in Dynasty Advisors LLC. He also works as a photographer and instructor at Delaware Valley University.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securities America, INC.Broker
Securities America Advisors, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Smart Financial Advisors, LLC
Ifg Network Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.