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William Henry Lavis

SITZMANN LAVIS WHITE, LLC·LAFAYETTE, California
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3697 MT. DIABLO BLVD., LAFAYETTE, CA 94549CRD# 5261733Firm CRD# 146478
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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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SITZMANN LAVIS WHITE, LLC
SLW RETIREMENT PLAN ADVISORS
AUM
—
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SITZMANN LAVIS WHITE, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5261733
Firm CRD# 146478
No disclosures on file
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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Research
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