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William Cole Sager

First Command Advisory Services

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About William Cole Sager

William Cole Sager is a financial advisor at First Command Advisory Services. William has been in the financial services industry since December 2011. William has a Series 65, 66, 7, 24 and SIE. William holds a Chartered Financial Analyst designation and has earned the trust of over 100 clients. William's past experience includes work at LPL FINANCIAL LLC in New York, NY. William's other business activities include serving as a potential investor for Dee and Hattie Specialty Cleaners and as Treasurer for the First Command Educational Foundation.

Firm Information

William Sager is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Sager’s Registration & Firm History

TX

04/02/2018 - Present

First Command Advisory Services (FORT WORTH TX)

NY

06/27/2016 - 11/06/2017

LPL FINANCIAL LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/22/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 01/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Cole Sager.
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