Current Position:
Compliance Consultant - RIA at Avantax Planning PartnersExperience:
22 yearsLocation:
Cookson, OklahomaMay 2022 - Current
Sep 2016 - May 2022
Jan 2016 - Sep 2016
Jun 2012 - Sep 2016
Jan 2010 - Jun 2012
Nov 2007 - Jan 2010
Apr 2003 - Nov 2007
Name: Avantax Planning Partners
Speciality: Asset Management, Risk Management, Retirement Plan Services, Brokerage, Estate Planning, Tax Planning, Financial Planning, Wealth Managment
Location: Dubuque, IA, United States
Employees: 100-200
HQ Phone: 563-582-2855
Description: As part of Avantax, a unique community within Cetera Holdings, Avantax Planning Partners℠ offers services through its RIA, insurance agency, and affiliated broker-dealer, Avantax...
How long has William Yousey been working as a Compliance Consultant - RIA?
William Yousey's total experience in various companies as a Compliance Consultant - RIA 3 years 3 months.What is William Yousey's minimum period of employment in the companies?
William Yousey's minimum period of employment in various companies is 8 months.What is William Yousey's average duration of employment for different companies?
On average, William Yousey works for one company for 3 years 4 monthsWhat industries has William Yousey worked in?
William Yousey works in the Financial Services.What positions has William Yousey held before?
Previously, William Yousey worked as a Supervisory Principal, and Chief Compliance Officer, Registered Securities Principal, and Insurance Professional, and Manager, Financial Services, and Agency Supervisory officer.How do I contact William Yousey?
William Yousey's email address is y************m@avantax.com, phone number is +1-***-***-2730. Sign up to get contact details.Find email for 850M+ professionals