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WD

Wil P. Dedmon

KROWTEN EQUITIES
Birmingham, AL 35209
Some features on this profile are disabled
CRD#: 4913197
WD

Professional summary

Wil Patrick Dedmon, CFA is a registered financial advisor currently at KROWTEN EQUITIES located in Birmingham, Alabama.

Wil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Wil has worked at 5 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wil Patrick Dedmon'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®
CFA

Chartered Financial Analyst

Experience

Current

April 11, 2022 - Present

KROWTEN EQUITIES

Office #1: 2 Metroplex Drive Suite 235, Birmingham, AL 35209
RIA
CRD#: 319504
Birmingham, AL
Past

December 7, 2017 - December 3, 2018

CAPITAL ADVISORS, INC.

RIA
CRD#: 104643
Birmingham, AL
Past

August 15, 2017 - September 12, 2017

DOUCET ASSET MANAGEMENT, LLC

RIA
CRD#: 141546
BIRMINGHAM, AL
Past

July 25, 2017 - September 7, 2017

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
BIRMINGHAM, AL
Past

October 9, 2015 - June 8, 2017

GREYBOX INVESTMENTS

RIA
CRD#: 174077
BIRMINGHAM, AL

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
Alabama
(4/11/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/9/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/7/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2017
General Securities Representative Examination

Current Firm

KE
KROWTEN EQUITIES
KROWTEN CAPITAL EQUITIES LLC | KROWTEN EQUITIES

CRD#: 319504 / SEC#:

Alabama
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
2 Metroplex Drive Suite 235, Birmingham, AL 35209
Mailing Address
Phone number
(205) 515-2200
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts74
AUM (Assets Under Management)$ 26,638,042

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

KROWTEN EQUITIES

CRD#: 319504Birmingham, AL 35209

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