WD
CFP
WD
CFP

William Dendy

34 Years of Experience
Dallas, TX
1 DisclosureBrokerSells Insurance

William Dendy is a CFP-designated registered investment advisor, based in Dallas, TX, with 34 years of industry experience.

Location

18333 Preston Rd, Suite 300, Dallas, TX, 75252

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History

Regulatory History (1)
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Customer Dispute
May 2025
Settled
Other Business ActivitiesSells Insurance

William is an attorney and CPA, and also owns International Cruise Control, Inc. He is also the President and key advisor for Alicorn Investment Management, Inc., dedicating about half of his time to this role, where fixed insurance products are offered independently.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
October 2004 - April 2020 · 15 yrs 6 mos
LPL Financial LLC
October 2004 - April 2020 · 15 yrs 6 mos
Prospera Financial Services, INC.
April 2003 - October 2004 · 1 yr 6 mos
Prospera Financial Services, INC.Broker
March 1997 - October 2004 · 7 yrs 7 mos
Smith Barney INC.Broker
July 1993 - April 1997 · 3 yrs 9 mos
Lehman Brothers INC.Broker
September 1991 - July 1993 · 1 yr 10 mos
State Registrations38 states
ALARAZCACOCTDCFLGAHIIAIDILINLAMAMDMIMOMSMTNCNENHNJNMNVNYOHOKORPASCTXVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
William Dendy - Financial Advisor | TrueAdvisor