William Skeeters
William Skeeters is a registered investment advisor at William Roane Skeeters, INC., based in Fort Washington, PA, with 18 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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an independent life and health insurance agent since 2008, dedicating minimal time to this activity. He also shares in active management fees with William R. Skeeters, Inc., spending a few hours per week, and works as an airline pilot for Southwest Airlines, which is nearly a full-time commitment.
Employment History
Current Registrations
William Roane Skeeters, INC.
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
William Roane Skeeters, INC.
Lincoln Investment
Great American Advisors, INC.Broker
State Registrations14 states
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