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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hagebusch is a financial advisor at World Investment Advisors, LLC, with over 20 years of experience in the financial industry. He specializes in providing financial planning and investment advice to individuals, families, and businesses. William also has experience in pension consulting and portfolio management for pooled investment vehicles. He is licensed to provide investment advice in Texas and Louisiana.
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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CA
06/17/2015 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
TX
06/15/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Jersey Village TX)
TX
09/11/2014 - 06/05/2015
LPL FINANCIAL LLC (JERSEY VILLAGE TX)
TX
01/03/2011 - 09/12/2014
FINANCIAL TELESIS INC (HOUSTON TX)
TX
03/18/1999 - 12/31/2010
SECURITIES AMERICA, INC. (HOUSTON TX)
SC
11/02/1998 - 03/29/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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