William BrattonCRD Number: 6597207
Current Firm: Sagespring Wealth Partners
William Bratton (CRD# 6597207) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 7 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Sagespring Wealth Partners||Brentwood, TN||Nov 2022 - Current||< 1|
|Dixon Wells||Franklin, TN||Nov 2019 - Current||3|
|Raymond James Financial Services||Brentwood, TN||Dec 2015 - Current||7|
|Southwestern Investment Advisory Services||Brentwood, TN||Oct 2020 - Nov 2022||2|
|Will Bratton Wealth Team||Brentwood, TN||Feb 2020 - Nov 2022||2|
|Southwestern Investment Group||Brentwood, TN||Mar 2016 - Nov 2022||6|
|Raymond James Financial Services Advisors, Inc.||Brentwood, TN||Aug 2016 - Mar 2017||< 1|
|Unemployed||Franklin, TN||Jul 2015 - Dec 2015||< 1|
|The First Tee World Golf||St. Augustine, FL||Sep 2007 - Jul 2015||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2016|
Total Assets Under Management4,277MILLIONS
Total Number of Accounts27,053ACCOUNTS
Average Account Value$158,114
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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