Advisor at DEL VAL Retirement and Investment Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DEL VAL Retirement and Investment Services Inc
Location
Doylestown, PA 18902
Credentials
Series 65, Series 66
Industry experience
12 years
William Sands Jr is a financial advisor at DEL VAL Retirement and Investment Services Inc with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Winthrop Partners and PNC Investments. Outside of financial advising, he serves as a board member of the Plumstead Historical Society and is involved in local charitable fundraising through the Willow Charitable Fund. DEL VAL Retirement and Investment Services Inc provides discretionary asset management and financial planning to individuals, high net worth clients, trusts, small businesses, and estates. The firm combines fundamental and technical analysis in its investment approach and manages portfolios on a discretionary basis with documented client goals and restrictions.
Based on DEL VAL Retirement and Investment Services Inc
Based on DEL VAL Retirement and Investment Services Inc
1.00% annually
2525 Holicong Road
Doylestown, PA 18902
Pennsylvania
DEL VAL Retirement and Investment Services Inc
2024 - Present (2 years)
Edwardson Construction
2022 - Present (4 years)
Del Val Bank Services, Inc.
2018 - Present (8 years)
Winthrop Partners - EPA, LLC
2017 - 2022 (5 years)
PNC investments
2015 - 2017 (2 years)
Giant Super Markets
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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