Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Elton Sandberg is an Investment Advisor Representative with Promontory Financial Planning, LLC, based in Farmington, UT. William Sandberg has been in the industry since October 2008, and holds a Series 65 license. William Sandberg provides financial planning services to individuals, businesses, and pension and profit sharing plans. William Sandberg's firm manages over $280 million in assets.
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.
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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UT
03/30/2020 - Present
Promontory Financial Planning, LLC (FARMINGTON UT)
IA
Issued 05/14/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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