William
Tevis
Tevis Investment Management, LLC
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About this Advisor
William Tevis is a financial advisor based in Plano, Texas, working with Tevis Investment Management, LLC. William has previously held a position at Tevis Investment Management, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, New Mexico, and Texas. Currently, William is part of Tevis Investment Management, LLC, which operates out of Plano, Texas. The firm has one employee and manages assets totaling $171.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Tevis Investment Management, LLC includes asset-based fees.
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Office Location
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Tevis Investment Management, LLC Brokerage Details
$171,253,833
1
444
$385,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
William Tevis Work History
Tevis Investment Management, LLC
Disclosures
Please visit the SEC profile of William Tevis 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 Tevis Investment Management, LLC
Plano, TX
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