William Ellis Webb
Investment adviser representative at Csenge Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
14 yearsFirm in business
Are you William Ellis Webb? 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
11 years in the industry.
- Csenge Advisory Group, LLCJun 2022 to now
- Lion Street FinancialJun 2022 to now
- Compass Advisory Partners LLCMay 2015 to now
- Fsc Securities CorpMay 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TN).
Csenge Advisory Group, LLC
$3.2BAssets managed
7,199Clients
70Advisers
14 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
- 4870636
- Firm CRD
- 131167