William Dolunt is a registered investment advisor, based in Farmington Hills, MI, with 32 years of industry experience.
Location
28555 Orchard Lake Road, Suite 100, Farmington Hills, MI, 48334
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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 is an advisory representative of an RIA, dedicating full-time hours to this role. He is also a board member of George F Monaghan Knights of Columbus, spending a few hours per week, and an independent insurance agent for various companies, dedicating about 10-20% of his time. William is also the owner of Retirement & Wealth Strategies (RWS Financial Group), spending nearly full-time hours on this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Auto Club Funds, INC.Broker
Multi-Financial Securities CorporationBroker
Vestax Securities CorporationBroker
State Registrations7 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.