William Poynter JrCRD 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 over 3 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Valic Financial Advisors, Inc.||Phoenix, AZ||Nov 2014 - Current||3|
|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|
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