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William J. Alderman

VARIABLE INVESTMENT ASSOCIATES
Tea, SD 57064
Some features on this profile are disabled
CRD#: 2862633
WA

Professional summary


William Joseph Alderman, who also goes by Bill Alderman, is a registered financial professional currently at VARIABLE INVESTMENT ASSOCIATES, INC. located in Tea, South Dakota.

William is registered as a RR (Registered Representative) and started their career in finance in 1997. William has worked at 5 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Alderman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view William Joseph Alderman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 17, 2010 - Present

VARIABLE INVESTMENT ASSOCIATES, INC.

Office #1: 750 E. 1st Street, Tea, SD 57064
BD
CRD#: 44412
Tea, SD
Past

August 10, 2009 - November 17, 2010

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
GRAND JUNCTION, CO
Past

October 31, 2008 - August 14, 2009

OSAIC SERVICES, INC.

BD
CRD#: 133763
GRAND JUNCTION, CO
Past

October 1, 2002 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
GRAND JUNCTION, CO
Past

March 19, 1997 - October 1, 2002

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(11/17/2010)
RR
Florida
(1/19/2017)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VI
VARIABLE INVESTMENT ASSOCIATES, INC.
VARIABLE INVESTMENT ADVISORS, INC. | VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412 / SEC#: , 8-50699

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
750 E. 1st Street, Tea, SD 57064
Mailing Address
750 E. 1st Street, Tea, SD 57064
Phone number
(605) 361-8230
Established
South Dakota since 10/03/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WILSON, GREGORY STEVENPRESIDENT / CEO / CCO / COO/1272680
FONDER, TERRY JOSEPHFINOP5561085
WILSON, KYLE WAGNERASSISTANT CEO5212895

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VARIABLE INVESTMENT ASSOCIATES, INC.

CRD#: 44412Tea, SD 57064

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