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William T Davis

THE Leaders Group, Inc.

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About William T Davis

William T Davis is a registered representative with The Leaders Group, Inc. based in Littleton, Colorado. William has been in the financial services industry since November 1, 2020. William holds the Series 63, Series 6TO, and SIE licenses. William is registered in Arizona, California, Illinois, Massachusetts, Michigan, Nevada, Ohio, Oregon, Tennessee, and Texas.

Firm Information

William Davis is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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William Davis’s Registration & Firm History

CO

11/02/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

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Licenses & Designations

BC

Issued 12/22/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/02/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William T Davis.
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