Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sweeney White is a financial advisor registered with USA Financial Advisors, Inc. and currently affiliated with USAA Investment Services Co. William has been in the financial services industry since 2005. He is licensed in Texas and has successfully completed the Series 63, Series 7, and Series 24 exams. William is a highly experienced financial advisor with a long track record of providing financial guidance to clients.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
03/12/2013 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
01/23/2020 - 07/10/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
VA
01/05/2005 - 01/23/2013
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
BC
Issued 01/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William White is the right advisor for you? Invested Better is here to help.
