William Poynter Jr, financial advisor Phoenix AZ
88 score

William Poynter Jr

CRD Number: 6402833
Current Firm: Valic Financial Advisors, Inc.

William Poynter Jr (CRD# 6402833) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Phoenix, AZ Nov 2014 - Current 2
Aig Financial Network Cincinnati, OH Feb 2012 - Dec 2014 2
United Insurance Company Of America Cincinnati, OH May 2009 - Feb 2012 2
Anthem Blue Cross & Blue Shield Cincinnati, OH Jan 2007 - Apr 2009 2
United Insurance Company Of America Cincinnati, OH Oct 1990 - Jan 2007 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for William H. Poynter Jr
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • AZ
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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