WG
WG

William Gecks

14 Years of Experience
Gainesville, FL
1 DisclosureBrokerSells Insurance

William Gecks is a registered investment advisor at VALIC Financial Advisors, INC., based in Gainesville, FL, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

2114 N.W. 40th Terrace, Suite B-1, Gainesville, FL, 32605

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History

Regulatory History (1)
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Judgment / Lien
March 2021
Other Business ActivitiesSells Insurance

William is an agent for AGIA selling non-securities insurance products since 2022, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
September 2013 - Present · 12 yrs 8 mos
VALIC Financial Advisors, INC.Broker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
First Command Financial Planning, INC.
March 2012 - August 2013 · 1 yr 5 mos
First Command Financial Planning, INC.Broker
October 2011 - August 2013 · 1 yr 10 mos
AXA Advisors, LLCBroker
September 2010 - October 2010 · 1 mo
State Registrations50 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.