WB
CFP
WB
CFP

William Bizot

25 Years of Experience
Memphis, TN
Broker

William Bizot is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Memphis, TN, with 25 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6075 Poplar Ave, Ste 650, Memphis, TN, 38119

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
February 2004 - January 2008 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
August 2001 - January 2008 · 6 yrs 5 mos
State Registrations37 states
AKALARAZCACOCTFLGAIAILINKSKYLAMAMDMEMIMOMSNCNHNJNMNVNYOHOKORPASCTNTXVAWAWV
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.
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