William Skeeters
William Skeeters is a ChFC-designated registered investment advisor at William Roane Skeeters, INC., based in Dallas, TX, with 56 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 79 clients with $29M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
#330 Lb 30, 13760 Noel Road, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other 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.
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.
William Roane Skeeters, INC.
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
Institutional Asset ManagementBroker
Philadelphia Life Asset Planning CompanyBroker
Slatery Securities Group, INC.Broker
Investors Brokerage Services, INC.Broker
David Huckin and Associates INC.Broker
Uslife Equity Sales CORP.Broker
Uslife Equity Sales CORPBroker
Travelers Equities Sales, INC.Broker
Westamerica Financial CorporationBroker
Southwestern Management & Research CorporationBroker
Southwestern Life Ins COBroker
State Registrations22 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.