WS
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William Mercer Savage

41 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
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Location

6484 South Quebec Street, Centennial, CO, 80111

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History

Regulatory History (1)
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Customer Dispute
June 2011
Denied
Other Business Activities

William acts in a fiduciary capacity for the Marcia V Griswold Family Trust since 1998. He also operates under the DBA Will Savage Wealth Management for his LPL Financial business, dedicating nearly full-time hours to this.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
March 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
September 1989 - Present · 36 yrs 5 mos
Previous Registrations
LPL Financial LLC
January 1999 - May 2024 · 25 yrs 4 mos
Shearson Lehman Hutton INC.Broker
April 1988 - October 1989 · 1 yr 6 mos
E. F. Hutton & Company INCBroker
August 1984 - April 1988 · 3 yrs 8 mos
State Registrations27 states
AKAZCACOFLGAHIIDILINMAMIMNMSNCNDNENJNMNYOHORSCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.