William AganCRD Number: 5296052
Current Firm: Securities America Advisors, Inc.
William Agan (CRD# 5296052) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 10 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Inc.||La Vista, NE||Aug 2015 - Current||2|
|Securities America Advisors||La Vista, NE||Aug 2015 - Current||2|
|Td Ameritrade Inc.||Omaha, NE||Jun 2007 - Aug 2015||8|
|Hiro Sushi||Omaha, NE||May 2010 - Nov 2010||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Mar 2007 - Jun 2007||< 1|
|Thrivent Investment Management Inc.||Johnston, IA||Feb 2007 - Jun 2007||< 1|
|Metro Credit Union||Omaha, NE||Nov 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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