WS
CFP · ChFC
WS
CFP · ChFC

William Savage

23 Years of Experience
Knoxville, TN
Broker

William Savage is a CFP, ChFC-designated registered investment advisor, based in Knoxville, TN, with 23 years of industry experience.

Location

900 S Gay Street, 24th Fl, Knoxville, TN, 37902

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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 Activities

William is a passive member of Ardsley Farms Family LLC, which leases farmland and structures, since 1995. He does not have an active role in the organization and dedicates minimal time to it.

Employment History
Current Registrations
Truist Investment Services, INC.
May 2021 - Present · 5 yrs
Truist Advisory Services, INC.
May 2021 - Present · 5 yrs
Truist Investment Services, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Bb&t Securities, LLC
January 2018 - October 2020 · 2 yrs 9 mos
Bb&t Securities, LLCBroker
January 2018 - October 2020 · 2 yrs 9 mos
Bb&t Investment Services, INC.Broker
January 2009 - January 2018 · 9 yrs
Bb&t Investment Services, INC.
January 2009 - January 2018 · 9 yrs
Bb&t Investment Services, INC.
March 2005 - December 2008 · 3 yrs 9 mos
Bb&t Investment Services, INC.Broker
March 2005 - December 2008 · 3 yrs 9 mos
Banc of America Investment Services, INC.
October 2003 - February 2005 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
October 2003 - February 2005 · 1 yr 4 mos
Morgan Stanley
April 2002 - October 2003 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
February 2002 - October 2003 · 1 yr 8 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAILINKSKYMAMDMOMSNCNHNJNVNYOHORPAPRRISCSDTNTXUTVAVTWIWV
AdvisorBrokerBoth

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