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William W Bagnard

THE O.n. Equity Sales Co.

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About William W Bagnard

William Bagnard is an Investment Advisor Representative with The O.n. Equity Sales Co. William has been in the securities industry since 1985 and is registered with FINRA and the states of California and Indiana. William has experience with a variety of firms, including Lincoln Financial Distributors, Inc., American Funds Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

William Bagnard is currently registered with THE O.n. Equity Sales Co.. THE O.n. Equity Sales Co. is a Corporation that was formed on August 22, 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a history of regulatory events and arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

171

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 Bagnard’s Registration & Firm History

CA

01/23/2015 - Present

THE O.n. Equity Sales Co. (Pacific Palisades CA)

CA

10/13/2004 - 06/02/2014

LINCOLN FINANCIAL DISTRIBUTORS, INC. (PACIFIC PALISADES CA)

CA

12/22/1988 - 08/31/2004

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

NA

06/19/1985 - 11/30/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 05/31/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William W Bagnard.
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