TrueAdvisor
TrueAdvisor
WS
ChFC
WS
ChFC

William Skeeters

William Roane Skeeters, INC.
57 Years of Experience
Dallas, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

William Skeeters is a ChFC-designated registered investment advisor at William Roane Skeeters, INC., based in Dallas, TX, with 57 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, High Net Worth, Investment Management. Their firm serves 79 clients with $29M in assets under management.

William Roane Skeeters, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
79 clients
Average Client Portfolio
$363K average
Assets Under Management
$28.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Discretionary accounts involved in market timing are charged 1% annually. Non-discretionary asset allocation accounts range from 0.25% to 1%. Products sponsored by Lincoln Investment Planning range from 0.25% to 1.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

#330 Lb 30, 13760 Noel Road, Dallas, TX, 75240

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is a solicitor for SIMCO/Flexible Plans, president of William R. Skeeters, Inc (insurance sales and service) and William Roane Skeeters, Inc (registered investment advisor), and president of William R Skeeters Holdings, Inc. He also invests in oil and gas working interest as a general partner; insurance sales and service takes a few hours per week, while his registered investment advisor role takes about a quarter of his time.

Employment History
Current Registrations
William Roane Skeeters, INC.
January 2025 - Present · 1 yr 9 mos
Capital Analysts
April 2014 - Present · 12 yrs 6 mos
Lincoln Investment
August 2010 - Present · 16 yrs 2 mos
Lincoln InvestmentBroker
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Great American Advisors, INC.
November 2006 - August 2010 · 3 yrs 9 mos
William Roane Skeeters, INC.
September 2005 - December 2024 · 19 yrs 3 mos
Great American Advisors, INC.Broker
February 2005 - August 2010 · 5 yrs 6 mos
Pmg Securities CorporationBroker
August 2000 - February 2005 · 4 yrs 6 mos
Institutional Asset ManagementBroker
December 1987 - February 1989 · 1 yr 2 mos
Philadelphia Life Asset Planning CompanyBroker
July 1986 - November 1987 · 1 yr 4 mos
Slatery Securities Group, INC.Broker
May 1986 - July 1987 · 1 yr 2 mos
Investors Brokerage Services, INC.Broker
May 1982 - August 2000 · 18 yrs 3 mos
David Huckin and Associates INC.Broker
April 1981 - November 1988 · 7 yrs 7 mos
Uslife Equity Sales CORP.Broker
May 1979 - June 1984 · 5 yrs 1 mo
Uslife Equity Sales CORPBroker
November 1977 - May 1979 · 1 yr 6 mos
Travelers Equities Sales, INC.Broker
July 1974 - January 1978 · 3 yrs 6 mos
Westamerica Financial CorporationBroker
November 1973 - July 1974 · 8 mos
Southwestern Management & Research CorporationBroker
April 1971 - July 1986 · 15 yrs 3 mos
Southwestern Life Ins COBroker
June 1969 - August 1971 · 2 yrs 2 mos
State Registrations23 states
ALARAZCACOFLGAILLAMDMSNCNMNVNYOHOKSCTNTXVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Dallas, TX →All financial advisors in Texas →