William SaylorCRD Number: 5526570
Current Firm: Valic Financial Advisors, Inc.
William Saylor (CRD# 5526570) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Greensboro, NC and has over 9 years of experience in the finance industry.
Spartan Planning & Wealth Management
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
|Valic Financial Advisors, Inc.||Greensboro, NC||Mar 2011 - Current||6|
|Credit Union Investment Services||Raleigh, NC||Aug 2008 - Mar 2011||2|
|Secu Brokerage Services||Raleigh, NC||May 2008 - Mar 2011||2|
|State Employees' Credit Union||Black Mountain, NC||Aug 2005 - Mar 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV