William Springer, financial advisor Reston VA
86 score

William Springer

CRD Number: 1263773
Current Firm: Spire Wealth Management, LLC

William Springer (CRD# 1263773) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 32 years of experience in the finance industry. William Springer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Spire Investment Partners Reston, VA Oct 2008 - Current 8
Fsc Securities Corporation Allentown, PA Mar 1998 - Oct 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William C. Springer
Phone Number: 703-657-6060
Firm Website: http://www.cgwealth.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    5,691
    ACCOUNTS
  • Average Account Value
    $328,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, 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, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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