William
Dozier

John Hancock Investment Management LLC

CRD#7774783
Investment Advisor
in Tempe, AZ

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About this Advisor

William Dozier is a financial advisor based in Tempe, Arizona, working with John Hancock Investment Management LLC. William has previously held positions at John Hancock, John Hancock Investment Management Distributors LLC, University Of South Carolina, K38 Baja Grill, and Cape Fear Academy. William has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Massachusetts. Currently, William is part of John Hancock Investment Management LLC, which operates out of Tempe, Arizona. The firm has 403 employees and manages assets totaling $189.6 billion. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at John Hancock Investment Management LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1230 West Washington Street Suite 508
Tempe, AZ 85288

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John Hancock Investment Management LLC Brokerage Details

Total Assets Under Management

$189,588,843,467

AZ Average: $16,012,751,954
Total Number of Employees

403

AZ Average: 118
Total Number of Accounts

28,802

AZ Average: 4,567
Average Account Size

$6,582,489

AZ Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

William Dozier Work History

2023 - Present (1 year)

John Hancock

2023 - Present (1 year)

John Hancock Investment Management Distributors LLC

2021 - 2023 (2 years)

University Of South Carolina

2018 - 2021 (3 years)

K38 Baja Grill

2006 - 2019 (13 years)

Cape Fear Academy

Disclosures

Please visit the SEC profile of William Dozier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John Hancock Investment Management LLC

Geoffrey Williams
Boston, MA
Ryan Ulrich
Boston, MA
Grace Schierwagen
Boston, MA
Isabelle Ahl
Boston, MA
Michael Green
Boston, MA
Drew Rowean
Boston, MA
Sheila Fountain
Boston, MA
Simpson Berry
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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