Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alford is a financial advisor with over 7 years of experience in the industry. William Alford is currently registered with World Investment Advisors, LLC, a firm that provides financial planning, portfolio management, and other advisory services to a wide range of clients. Previously, William Alford was employed by Fidelity Brokerage Services LLC, Sanford C. Bernstein & Co., LLC, USAA Financial Advisors, Inc., and J.P. Morgan Securities LLC. William Alford is a Series 7, Series 66, and SIE licensed professional.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/25/2023 - Present
World Investment Advisors, LLC (Garden Ridge TX)
TX
05/24/2021 - 08/08/2023
FIDELITY BROKERAGE SERVICES LLC (SAN ANTONIO TX)
NY
03/02/2020 - 04/09/2021
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
TX
09/29/2017 - 07/04/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/12/2016 - 08/09/2017
J.P. MORGAN SECURITIES LLC (San Antonio TX)
BOTH
Issued 04/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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