William Alexander Duty
Investment adviser representative at White Oaks Investment Management, Inc
12 yearsExperience
1 stateRegistered in
CFADesignation
$496.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- White Oaks Investment Management, IncOct 2021 to now
- White Oaks Wealth Advisors, Inc.Apr 2014 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
White Oaks Investment Management, Inc
$496.1MAssets managed
10Clients
1Advisers
12 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
- 4864800
- Firm CRD
- 170016