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WH

William H. Hazlett

W.H. FINANCIAL SERVICES
Stuart, FL 34994
Some features on this profile are disabled
CRD#: 5852430
WH

Professional summary

William H Hazlett, ChFC®, who also goes by William Henry Hazlett, Bill Hazlett Jr., is a registered financial advisor currently at W.H. FINANCIAL SERVICES, INC. located in Stuart, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Henry Hazlett | Bill Hazlett Jr.

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 William H Hazlett'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®
ChFC®

Chartered Financial Consultant

Experience

Current

July 12, 2017 - Present

W.H. FINANCIAL SERVICES, INC.

Office #1: 850 Nw Federal Hwy, Ste. 152, Stuart, FL 34994
RIA
CRD#: 287703
Stuart, FL
Past

September 14, 2011 - October 17, 2017

ADVANTAGE RETIREMENT GROUP

RIA
CRD#: 144417
STUART, FL
Past

August 23, 2011 - August 24, 2011

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
PORT ST. LUCIE, FL

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
Florida
(7/12/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/21/2011
Uniform Investment Adviser Law Examination

Current Firm

WF
W.H. FINANCIAL SERVICES, INC.
W.H. FINANCIAL SERVICES, INC.

CRD#: 287703 / SEC#:

Florida
Registered Investment Advisory firm - (7/12/2017 Approved)
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Contact information

Main Address
850 Nw Federal Hwy, Ste. 152, Stuart, FL 34994
Mailing Address
Phone number
(772) 233-4437
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

W.H. FINANCIAL SERVICES, INC.

CRD#: 287703Stuart, FL 34994

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