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William D. Hartman

HARTMAN, WILLIAM DENTON
Batesville, MS 38606
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CRD#: 2445010
WH

Professional summary


William Denton Hartman MR., CFP®, who also goes by Bill Denton Hartman Mr., William Denton Hartman, William Hartman, is a registered financial advisor currently at HARTMAN, WILLIAM DENTON located in Batesville, Mississippi.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 3 firms and has passed the Series 63, Series 6 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bill Denton Hartman Mr. | William Denton Hartman | William Hartman

Other business activities


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.
SOLE PROPRIETORSHIP - INVESTMENT ADVISORY SERVICES (5 accounts all non-discretionary) Sr. Trust Officer at First Security Bank, employed since 10/2000, full time, money management activities

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William Denton Hartman MR.'s CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1995

Experience


Current

February 5, 2010 - Present

HARTMAN, WILLIAM DENTON

Office #1: 275 Highway 6 West, Batesville, MS 38606
RIA
CRD#: 130469
Batesville, MS
Past

May 1, 1995 - May 29, 1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

May 1, 1995 - May 29, 1996

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Mississippi
(2/5/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 4/28/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 1/7/1994
Non-Member General Securities Examination

Current Firm


HW
HARTMAN, WILLIAM DENTON
HARTMAN, WILLIAM DENTON

CRD#: 130469 / SEC#:

Mississippi
Registered Investment Advisory firm - (3/10/2004 Approved)
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Contact information


Main Address
275 Highway 6 West, Batesville, MS 38606
Mailing Address
Phone number
(662) 563-9311
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 30,423,200

Red Flags


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.

Company Information


HARTMAN, WILLIAM DENTON

CRD#: 130469Batesville, MS 38606

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