William ClairCRD Number: 1416681
Current Firm: Valic Financial Advisors, Inc.
William Clair (CRD# 1416681) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Overland Park, KS and has over 7 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Valic Financial Advisors, Inc.||Overland Park, KS||Feb 2012 - Current||5|
|Park Avenue Securities||Overland Park, KS||Sep 2009 - Jan 2012||2|
|Guardian Life Ins Co Of America||Overland Park, KS||Jul 2009 - Jan 2012||2|
|Accru Wealth||Olathe, KS||Apr 2009 - Jul 2009||< 1|
|Mid America Nazarene University||Olathe, KS||May 2000 - Apr 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2009|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
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