Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gordon Savage is a financial advisor with Truist Advisory Services, Inc. based in Knoxville, TN. William has been working in the financial industry since 2002 and is registered in 38 states. William offers portfolio management, financial planning, and publication of periodicals. He has earned several designations, including Certified Financial Planner and Chartered Financial Consultant. William specializes in providing financial advice to individuals, businesses, and corporations. He is also a member of Ardsley Farms Family LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
TN
05/13/2021 - Present
Truist Advisory Services, Inc. (KNOXVILLE TN)
NC
01/02/2018 - 10/05/2020
BB&T SECURITIES, LLC (WILMINGTON NC)
NC
01/29/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WILMINGTON NC)
WV
03/22/2005 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (MORGANTOWN WV)
MA
10/03/2003 - 02/28/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/12/2002 - 10/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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