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William Propper

29 Years of Experience
Sugar Land, TX
BrokerSells Insurance

William Propper is a registered investment advisor, based in Sugar Land, TX, with 29 years of industry experience.

Location

1600 Highway 6, Suite 400, Sugar Land, TX, 77478

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History

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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Other Business ActivitiesSells Insurance

William is the President of 3 Mark Financial Inc, where he spends full-time recruiting/marketing and meeting with life insurance agents. He also offers annuity products and life settlements, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
3 Mark Equities, INC.Broker
June 2013 - February 2019 · 5 yrs 8 mos
Concourse Financial Group Advisors
March 1997 - February 2025 · 27 yrs 11 mos
Concourse Financial Group Securities, INC.Broker
June 1996 - February 2025 · 28 yrs 8 mos
State Registrations35 states
ALAZCACODEFLGAHIIDILINKSKYLAMDMEMNMONCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWY
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 Propper - Financial Advisor | TrueAdvisor