William SandersCRD Number: 1228713
Current Firm: Bria Capital Group, LLC
William Sanders (CRD# 1228713) is an Investment Advisor Representative working at Bria Capital Group, LLC in Tampa, FL and has over 33 years of experience in the finance industry. William Sanders 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Bria Capital Group, LLC||Tampa, FL||Oct 2015 - Current||1|
|Wells Fargo Advisors Financial Network, LLC||Tampa, FL||Jul 2013 - Nov 2015||2|
|Wells Fargo Advisors LLC||Tampa, FL||May 2009 - Jul 2013||4|
|Wachovia Securities LLC||Tampa, FL||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||May 2004|
Total Assets Under Management28MILLIONS
Total Number of Accounts151ACCOUNTS
Average Account Value$184,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, TN, TX