William Haggard, financial advisor Burlington MA
90 score

William Haggard

CRD Number: 6060477
Current Firm: Citizens Securities, Inc.

William Haggard (CRD# 6060477) is an Investment Advisor Representative working at Citizens Securities, Inc. in Burlington, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Burlington, MA Mar 2016 - Current < 1
Bank Of America, N.a. Salem, MA Nov 2012 - Mar 2016 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem, MA Apr 2012 - Mar 2016 3
Bank Of America Lexington, MA Feb 2011 - Apr 2012 1
Unemployed Arlington, MA Aug 2010 - Feb 2011 < 1
Teape Subaru/bob Moore Auto Group Hurst, TX Jun 2008 - Aug 2010 2
Express Hurst, TX Jan 2008 - Jun 2008 < 1
Unemployed Euless, TX Jun 2007 - Jan 2008 < 1
University Of Dallas Irving, TX Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for William A. Haggard
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • FL
  • NH
  • RI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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