William Brantley Bissett
Investment adviser representative at Portus Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$204.1MFirm assets
Are you William Brantley Bissett? 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Portus Wealth Advisors, LLCJan 2019 to now
- Secrest Blakey & Associates, LLCMay 2015 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Portus Wealth Advisors, LLC
$204.1MAssets managed
137Clients
3Advisers
5 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
- 4644966
- Firm CRD
- 300558