William
Webster Jr.
Cruice Financial Organization Or Cfo Capital Management
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About this Advisor
William Webster Jr. is a certified financial planner based out of Old Saybrook, Connecticut with 6 years of relevant experience. Webster Jr. is an employee of Cruice Financial Organization Or Cfo Capital Management. Webster Jr. has gained experience at Westport Resources Investment Services, Westport Resources Management, United Planners Financial Services Of America, William O Webster Independent Insurance, Family And Children'S Agency, Webster Family Foundation and Cruice Investment Advisors, LTD. Webster Jr. holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Cruice Financial Organization Or Cfo Capital Management is a registered investment business operating out of Westport, CT. The investment advisory business has offices in four locations and a total of six advisors. It has $170 million in assets among its 539 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 539 customer accounts, 21% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees depend on the financial services provided. Fee types billed by Cruice Financial Organization Or Cfo Capital Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cruice Financial Organization Or Cfo Capital Management Brokerage Details
$170,252,630
6
539
$315,868
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Webster Jr. Work History
William has been registered as a financial advisor for 6 years.*
Cruice Investment Advisors, LTD
Webster Family Foundation
Family And Children'S Agency
William O Webster Independent Insurance
United Planners Financial Services Of America
Westport Resources Investment Services
Westport Resources Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Webster Jr. 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 Cruice Financial Organization Or Cfo Capital Management
Mission, KS
Westport, CT
Richmond, VA
Westport, CT
Westport, CT
Old Saybrook, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
