WV
WV

William Vestal

23 Years of Experience
Wilmington, NC
Broker

William Vestal is a registered investment advisor at D.A. Davidson & CO., based in Wilmington, NC, with 23 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, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

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

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Location

1001 Military Cutoff Rd., Suite 100, Wilmington, NC, 28405

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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
D.A. Davidson & CO.
October 2023 - Present · 2 yrs 7 mos
D.A. Davidson & CO.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - October 2023 · 2 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - October 2023 · 2 yrs 8 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
August 2005 - January 2013 · 7 yrs 5 mos
Scott & Stringfellow, LLCBroker
July 2005 - January 2013 · 7 yrs 6 mos
Bb&t Investment Services, INC.Broker
April 2004 - August 2005 · 1 yr 4 mos
Bb&t Investment Services, INC.
February 2004 - August 2005 · 1 yr 6 mos
Bb&t Asset Management, INC.
October 2002 - February 2004 · 1 yr 4 mos
State Registrations41 states
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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.