Unclaimed
William Nichols Saylor is a financial advisor registered with Valic Financial Advisors, Inc., and has over 14 years of experience in the industry. William is also registered with the state of North Carolina and several other states. William has experience in portfolio management for individuals and businesses. William is also able to provide financial planning 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
NC
12/20/2012 - Present
Valic Financial Advisors, Inc. (ASHEVILLE NC)
NC
06/27/2008 - 03/14/2011
SECU BROKERAGE SERVICES (BLACK MOUNTAIN NC)
IA
Issued 12/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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