WH
CFA
WH
CFA

William Hawkins

17 Years of Experience
Dallas, TX

William Hawkins is a CFA-designated registered investment advisor at Prosight Capital, based in Dallas, TX, with 17 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 6 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$620.9M

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

5956 Sherry Lane, Suite 1365, Dallas, TX, 75225

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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
Prosight Capital
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Prosight Capital
January 2009 - December 2010 · 1 yr 11 mos
State Registrations1 state
TX
Advisor

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.
William Hawkins - Financial Advisor | TrueAdvisor