William Gahagan is a registered investment advisor, based in Cary, NC, with 25 years of industry experience.
Location
Cary, NC
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is an independent contractor for Williamson Wealth Group, Inc., providing financial planning services to clients. This takes about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2022 - Present · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 2022 - Present · 4 yrs 6 mos
Raymond James Financial Services, INC.
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Independent Financial Group, LLCBroker
August 2021 - January 2022 · 5 mos
F3logic, LLC
August 2021 - January 2022 · 5 mos
Archer Distributors, LLCBroker
January 2021 - July 2021 · 6 mos
Compass Securities CorporationBroker
December 2016 - January 2019 · 2 yrs 1 mo
Ceros Financial Services, INC.Broker
January 2014 - December 2014 · 11 mos
Investment Planners, INC.Broker
December 2013 - January 2014 · 1 mo
Oppenheimerfunds Distributor, INC.Broker
June 2008 - March 2013 · 4 yrs 9 mos
Invesco Aim Private Asset Management, INC.
June 2002 - May 2008 · 5 yrs 11 mos
Invesco Aim Distributors, INC.Broker
December 1998 - May 2008 · 9 yrs 5 mos
Sunamerica Capital Services, INC.Broker
July 1997 - June 1998 · 11 mos
Sunamerica Securities, INC.Broker
April 1996 - July 1997 · 1 yr 3 mos
Wood Logan Associates, INC.Broker
August 1994 - October 1995 · 1 yr 2 mos
State Registrations7 states
ALFLMTNCNYOHSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.