William Day, financial advisor Tempe AZ
90 score

William Day

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Tempe, AZ Dec 2015 - Current 1
Tiaa Tempe, AZ Dec 2015 - Current 1
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
Horizon High School Scottsdale, AZ May 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for William R. Day
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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