William Draper, financial advisor Bountiful UT

William Draper

CRD Number: 4907513
Current Firm: Strategic Planning Group

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.

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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
Contact Info for William J. Draper
Phone Number: 801-627-2200
Registered State(s):
  • LA
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    432
    MILLIONS
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $413,630
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, ID, LA, NE, NV, TX, UT, WA, WY

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