William Moody, financial advisor University Place WA

William Moody

CRD Number: 1441162
Current Firm: Primerica Advisors

William Moody (CRD# 1441162) is an Investment Advisor Representative working at Primerica Advisors in University Place, WA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
City Of Sumner, Wa. Sumner, WA Mar 2024 - Current < 1
Primerica Financial Services University Place, WA Feb 1991 - Current 33
Pfs Investments Inc. University Place, WA Nov 1985 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for William T. Moody
Phone Number: 833-786-0550
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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