William DayCRD Number: 6089241
Current Firm: Advice And Planning Services
William Day (CRD# 6089241) is an Investment Advisor Representative working at Advice And Planning Services in Tempe, AZ and has over 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Tempe, AZ||Dec 2015 - Current||2|
|Tiaa||Tempe, AZ||Dec 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Scottsdale, AZ||Jun 2012 - Nov 2015||3|
|Bank Of America, N.a.||Scottsdale, AZ||Jun 2012 - Nov 2015||3|
|Altria Group||Colorado Springs, CO||May 2009 - May 2012||3|
|University Of Arizona||Tucson, AZ||Aug 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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