William
Verrill
Aviso Wealth Management
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About this Advisor
William Verrill is a financial advisor based in Seattle, Washington, working with Aviso Wealth Management. William has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, Aviso Wealth Management (Potomac Investments), First Allied Advisory Services, Potomac Investments, Cetera Advisors LLC, Osaic Wealth, Inc, Aviapa, LLC, and Cleared Direct Leasing, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Maine, New Jersey, Pennsylvania, and Washington. Currently, William is part of Aviso Wealth Management, which operates out of Seattle, Washington. The firm has 5 offices and 9 employees. The firm manages assets totaling $401.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Aviso Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aviso Wealth Management Brokerage Details
$401,709,508
9
1,656
$242,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
William Verrill Work History
Osaic Wealth, Inc
Aviapa, LLC
Cleared Direct Leasing, LLC
First Allied Advisory Services
Aviso Wealth Management (Potomac Investments)
Potomac Investments
Cetera Advisors LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of William Verrill 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 Aviso Wealth Management
Selinsgrove, PA
Washington, DC
Bellevue, WA
Doylestown, PA
Seattle, WA
Seattle, WA
Seattle, WA
Xenia, OH
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