Unclaimed Profile

William Henry Lavis

SITZMANN LAVIS WHITE, LLC·LAFAYETTE, California

Clean recordSITZMANN LAVIS WHITE, LLC

3697 MT. DIABLO BLVD., LAFAYETTE, CA 94549CRD# 5261733Firm CRD# 146478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Henry Lavis · LAFAYETTE, CA

Registration

CRD #5261733 · SITZMANN LAVIS WHITE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Henry Lavis is a registered financial advisor based in LAFAYETTE, California, affiliated with SITZMANN LAVIS WHITE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SITZMANN LAVIS WHITE, LLC

SLW RETIREMENT PLAN ADVISORS

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 5261733

Firm CRD# 146478

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Henry Lavis offer?

William Henry Lavis specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, California for a consultation.

What are William Henry Lavis's credentials?

William Henry Lavis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Henry Lavis located?

William Henry Lavis is based in LAFAYETTE, California, working with SITZMANN LAVIS WHITE, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does William Henry Lavis charge for services?

William Henry Lavis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SITZMANN LAVIS WHITE, LLC?

SITZMANN LAVIS WHITE, LLC has approximately 8 employees. The firm is registered with the SEC as an investment adviser.

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