William Timothy Furgueson
Investment adviser representative at Essex Financial Services, Inc.
15 yearsExperience
2 statesRegistered in
$4.2BFirm assets
23 yearsFirm in business
Are you William Timothy Furgueson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- The Leaders Group IncJul 2021 to now
- Essex Financial Services, Inc.Jun 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Essex Financial Services, Inc.
$4.2BAssets managed
2,963Clients
33Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2554975
- Firm CRD
- 127549