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William Olon Scroggins

Sagespring Wealth Partners

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About William Olon Scroggins

William Scroggins is a financial advisor who has been in the industry since 2008. William is registered with Sagespring Wealth Partners, a registered investment advisor, and currently holds licenses in Alabama and Texas. William Scroggins has a variety of experience working with different firms like LPL Financial LLC, VALIC Financial Advisors, Inc. and Raymond James Financial Services, Inc. William Scroggins is a CERTIFIED FINANCIAL PLANNER™ professional and provides financial planning and portfolio management services for both individuals and businesses.

Firm Information

William Scroggins is currently registered with Sagespring Wealth Partners. Sagespring Wealth Partners is a registered investment advisor headquartered in FRANKLIN, TN with approximately $5.5 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They also offer a wrap fee program.
Sagespring Wealth Partners

801 CRESCENT CENTRE DRIVE

FRANKLIN, TN 37067

$5.50B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Scroggins’s Registration & Firm History

AL

06/03/2019 - Present

Sagespring Wealth Partners (Birmingham AL)

AL

04/24/2012 - 03/09/2015

LPL FINANCIAL LLC (BIRMINGHAM AL)

AL

04/09/2008 - 05/01/2012

VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 05/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Olon Scroggins.
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