William Sessoms
William Sessoms is a registered investment advisor at TD Private Client Wealth LLC, based in Wilmington, NC, with 25 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. Their firm serves 25,685 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.
Location
802 S. College Road, Wilmington, NC, 28403
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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 Activities
William is the treasurer for the Cape Fear Chapter of the Southern Off Road Bicycle organization. He prepares monthly treasurer reports and pays bills for club events, dedicating minimal time to this role.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations20 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.