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William Yousey's
email & phone

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Current Position:

Compliance Consultant - RIA at Avantax Planning Partners

Experience:

22 years

Location:

Cookson, Oklahoma

How to contact William Yousey

Last updated:2022-09-01
emaily************m@avantax.com
phone+1-***-***-2730
linkedin
instagram
skype

Analytics

According to LinkedIn William Yousey started working on 2003, then the employee has changed 6 companies and 6 jobs. On average, William Yousey works for one company for 3 years 3 months. William Yousey has been working as a Compliance Consultant - RIA for Avantax Planning Partners for 1188 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Compliance Consultant - RIA at Avantax Planning Partners

May 2022 - Current

Supervisory Principal at BOK Financial

Sep 2016 - May 2022

Chief Compliance Officer, Registered Securities Principal at VIKASA Capital

Jan 2016 - Sep 2016

Insurance Professional at Southwest Financial Group

Jun 2012 - Sep 2016

Manager, Financial Services at Prudential Financial

Jan 2010 - Jun 2012

Agency Supervisory officer at MetLife Investors

Nov 2007 - Jan 2010

Agency Compliance Officer at MassMutual

Apr 2003 - Nov 2007

Current Company Information Avantax Planning Partners

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...

Frequently Asked Questions

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 months

What 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.
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Other employees at Avantax Planning Partners

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Company
Position
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Senior Retirement Services Specialist
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Financial Services Assistant II
K
Principal, Client Development, Avantax Retirement Plan Services
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