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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Winners Club of Calhoun 7 years, 1 month Jan 2009 - Present
Dudley Asset Management 13 years, 5 months Sep 2002 - Present
Seala Investments 15 years, 7 months May 1999 - Dec 2014
Transamerica Financial Advisors, Inc. 18 years, 1 month Jan 1998 - Present
Life Investors 19 years, 9 months Feb 1996 - Nov 2015
Are You
William Russell Dudley?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by William Dudley

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 24, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 24, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Transamerica Financial Advisors, Inc.

Last updated on Dec. 4, 2015
    • $4.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 32K
      Accounts
    • $148.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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