Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Draper is an investment advisor representative with Strategic Planning Group. William has been in the industry for over 18 years. They are registered in Louisiana, Texas and Utah. William holds the Series 6, 7, 63 and 65 securities licenses. They specializes in financial planning, pension consulting and portfolio management. Their firm, Strategic Planning Group, has 5 employees and manages over 500 million dollars in assets. The firm works with individuals, high-net-worth individuals and retirement plans. They provide financial planning, pension consulting, educational seminars and selection of other advisors.
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.
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.
% of plan assets; shares in fees paid to third-party advisers
1
2
UT
06/08/2021 - Present
Strategic Planning Group (BOUNTIFUL UT)
UT
03/26/2012 - 04/04/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROY UT)
UT
05/17/2007 - 11/12/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
RI
02/24/2005 - 09/15/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 09/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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