Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Anthony Dugger is a financial advisor registered with Robert W. Baird & Co. Inc. William has been working in the financial services industry since February 1999. William has been a registered representative of Robert W. Baird & Co. Inc. since October 2019. Prior to that, William was registered with J.J.B. HILLIARD, W.L. LYONS, LLC. William is licensed to provide investment advice and brokerage services in multiple states. William's experience and expertise help William to provide a wide range of investment services to individuals, businesses, and institutions. William specializes in providing financial planning, portfolio management, and other investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TN
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Murfreesboro TN)
TN
02/17/1999 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (MURFREESBORO TN)
IA
Issued 01/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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