William Boggs
William Boggs is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
595 Humboldt St Ste 200, Reno, NV, 89509
Get directionsHistory
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 involved with Pence Wealth Management, focusing on insurance and LPL business, dedicating about 10-20% of his time to non-variable insurance and nearly full-time to the LPL business DBA. He also receives commission trails for a long-term care policy and works as an Uber driver for about 10-20% of his time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Pence Wealth Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Capital Analysts, IncorporatedBroker
Capital Analysts Incorporated
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations4 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.