WS
CFA
WS
CFA

William Sager

14 Years of Experience
Fort Worth, TX
Broker

William Sager is a CFA-designated registered investment advisor, based in Fort Worth, TX, with 14 years of industry experience.

Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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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 potential minority investor in Dee and Hattie Specialty Cleaners, a dry cleaning business, dedicating minimal time. He will also assume the role of Treasurer on the Board of Directors for the First Command Educational Foundation in 2025, dedicating minimal time.

Employment History
Current Registrations
First Command Brokerage Services, INC.
April 2018 - Present · 8 yrs 1 mo
First Command Advisory Services
April 2018 - Present · 8 yrs 1 mo
First Command Brokerage Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
June 2016 - November 2017 · 1 yr 5 mos
Howard Financial Services, LTD.
January 2009 - December 2013 · 4 yrs 11 mos
State Registrations1 state
TX
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.