William Joseph Dezellem CFA
Professional Summary
William Joseph Dezellem CFA, who also goes by Bill Dezellem, William Joseph Dezellem, William Dezellem, is a registered financial advisor currently at TIETON CAPITAL MANAGEMENT located in Yakima, Washington. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 3 firms and has passed the Series 65 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Joseph Dezellem CFA, Bill Dezellem, William Joseph Dezellem, William Dezellem
Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
Current Firm
TIETON CAPITAL MANAGEMENT | TIETON CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
4700 Tieton Drive, Suite C, Yakima, WA 98908-3480Phone Number
(509) 965-6488# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
50AUM (Assets Under Management)
$313,981,362Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
Primary Firm SEC Registration
TIETON CAPITAL MANAGEMENT | TIETON CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(1/29/2007)
(6/29/2005)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Sep 1995Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Dezellem CFA's CRS (Customer Relationship Summary).
Similar Advisors
YARDLEY WEALTH MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC