William Dugdale
Investment adviser representative at Hightower Advisors, LLC
10 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hightower Advisors, LLCApr 2026 to now
- Eight Eleven GroupoJan 2023 to Apr 2026
- Compass Real EstateJul 2021 to Jan 2023
- Diamond Capital ManagementJul 2019 to Jul 2021
- The National Bank of IndianapolisJun 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 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
- 8253113
- Firm CRD
- 145323