William Draper (CRD# 4907513) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 19 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Strategic Planning Group | Bountiful, UT | Jun 2021 - Current | 2 |
Self Employed | Kaysville, UT | Jun 2021 - Oct 2021 | < 1 |
Foresight Wealth Management | Draper, UT | Jun 2019 - May 2021 | 1 |
Utah Retirement Systems | Salt Lake City, UT | Oct 2016 - Jun 2019 | 2 |
Martin Worley Group | Cottonwood Heights, UT | Feb 2016 - Oct 2016 | < 1 |
Raymond James | Slc, UT | Oct 2015 - Feb 2016 | < 1 |
Integrated Wealth Strategies | Slc, UT | Oct 2015 - Feb 2016 | < 1 |
Arbor Investment Management | Kaysville, UT | Apr 2014 - Oct 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2005 |
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- LA
- TX
- UT
-
Total Assets Under Management432MILLIONS
-
Total Number of Accounts1,044ACCOUNTS
-
Average Account Value$413,630
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, LA, NE, NV, TX, UT, WA, WY
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