William James

William James

Managing Director - Partner at Dynasty Advisors LLC
Doylestown, Pennsylvania, United States

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Work Experience

Dynasty Insurance Agency, LLC

Partner

2017-09-01 - Present

Delaware Valley College

Adjunct Professor

2014-01-01 - Present

Dynasty Advisors LLC

Managing Director - Partner

2006-12-01 - Present

Smart and Associates, LLP

President - Smart Insurance Services, LLC

2001-02-01 - 2006-12-01

Lincoln Financial Advisors

Registered Representative

1993-09-01 - 2001-02-01

Skills

financial advising wealth management retirement plans risk management long term care health insurance group benefits life insurance college planning medicare estate planning 401k 403b financial planners succession planning investments securities ira roth contribution fixed annuities portfolio management

Languages

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