William Saunders is a CFP-designated registered investment advisor, based in Henrico, VA, with 26 years of industry experience.
Location
2550 Gaskins Rd, suite B, Henrico, VA, 23238
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an agent for Lafayette Life Insurance, selling and servicing fixed and life insurance, dedicating about 10-20% of his time. He also works as a referral provider for First National Bank, is commissioner of RVA9 Golf League, an advisory rep for CIRA, a board member of Virginia State Golf Association, involved with EveryIncome business development software, and with Equity Concepts, LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Capital Investment Advisors
National Planning CorporationBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
State Registrations6 states
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.