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William Lee Davis

HILLTOP PARTNERS LLC·MISHAWAKA, Indiana
SIE, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredHILLTOP PARTNERS LLC
527 PARK PLACE, MISHAWAKA, IN 46545CRD# 2841528Firm CRD# 290981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Lee Davis · MISHAWAKA, IN
Registration
CRD #2841528 · HILLTOP PARTNERS LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

HILLTOP WEALTH & TAX SOLUTIONS
Jan 2018 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 1998 – Feb 2018
PERU, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 14, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HILLTOP PARTNERS LLC
CRD 290981 · SEC 801-115255
AUM
$407M
Regulatory assets under management
Employees
10
2,495 client accounts
Services offered by HILLTOP PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HILLTOP PARTNERS LLC →
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05

Frequently Asked Questions

What services does William Lee Davis offer?
William Lee Davis specializes in Financial Planning, Investment Management. Contact their office in MISHAWAKA, Indiana for a consultation.
What are William Lee Davis's credentials?
William Lee Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Lee Davis located?
William Lee Davis is based in MISHAWAKA, Indiana, working with HILLTOP PARTNERS LLC. Their office serves clients in the MISHAWAKA metropolitan area and surrounding communities.
How does William Lee Davis charge for services?
William Lee Davis'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 HILLTOP PARTNERS LLC?
HILLTOP PARTNERS LLC has approximately 10 employees and manages $407M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HILLTOP PARTNERS LLC

Elizabeth Ann Foley
MISHAWAKA, IN
CFP
Erik William Brenner
MISHAWAKA, IN
CFP

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