WA
WA

William Alford

8 Years of Experience
Garden Ridge, TX
BrokerSells Insurance

William Alford is a registered investment advisor, based in Garden Ridge, TX, with 8 years of industry experience.

Location

19269 FM 2252, Ste. 200, Garden Ridge, TX, 78266

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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 an insurance agent with Bill Alford Insurance Services, offering life, accident, health, HMO, and variable insurance products, including variable or fixed annuities, LTC insurance, and life insurance. This activity takes William full-time hours.

Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 9 mos
World Investment Advisors, LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Pensionmark Securities, LLCBroker
August 2023 - October 2025 · 2 yrs 2 mos
Fidelity Personal and Workplace Advisors
April 2022 - August 2023 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
May 2021 - August 2023 · 2 yrs 3 mos
Sanford C. Bernstein & CO., LLCBroker
March 2020 - April 2021 · 1 yr 1 mo
Alliancebernstein L.P.
March 2020 - April 2021 · 1 yr 1 mo
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Advisors, INC.Broker
September 2017 - July 2019 · 1 yr 10 mos
USAA Financial Planning Services
September 2017 - January 2018 · 4 mos
J.P. Morgan Securities LLC
April 2017 - August 2017 · 4 mos
J.P. Morgan Securities LLCBroker
May 2016 - August 2017 · 1 yr 3 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.
William Alford - Financial Advisor | TrueAdvisor