William Gammill
William Gammill is a CFP-designated registered investment advisor at Victory Financial, based in Dallas, TX, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,003 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% depending on portfolio size, composition, and services rendered. Third-party manager fees and platform fees may apply.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2002Customer Dispute
August 2001Other Business ActivitiesSells Insurance
William is a member of Freetime, LLC since 2019, dedicating minimal time. He also has various insurance brokerage contracts.
Employment History
Current Registrations
Victory Financial
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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