William L. Crull
Professional summary
William Luther Crull IV, who also goes by Bill Crull IV, Billy Crull, is a registered financial advisor currently at SAGE CAPITAL ADVISORS, LLC located in Metairie, Louisiana.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. William has worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Luther Crull IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2011 - Present
SAGE CAPITAL ADVISORS, LLC
June 18, 2007 - December 22, 2010
FSC SECURITIES CORPORATION
May 31, 2007 - December 22, 2010
FSC SECURITIES CORPORATION
July 16, 1999 - May 17, 2007
A. G. EDWARDS & SONS, INC.
June 24, 1994 - July 27, 1999
UBS FINANCIAL SERVICES INC.
July 1, 1991 - June 28, 1994
PRUDENTIAL EQUITY GROUP, LLC
March 5, 1990 - June 24, 1991
CARILLON INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2011)
Exams
Current Firm
SAGE CAPITAL ADVISORS, LLC
CRD#: 156750 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 8,250,000 |
Red Flags
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