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William Gordon Savage JR

William G. Savage

TRUIST ADVISORY SERVICES
KNOXVILLE, TN 37902
Some features on this profile are disabled
CRD#: 4493416
William Gordon Savage JR

Professional summary

William Gordon Savage JR, CFP®, who also goes by Gordon Savage, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Knoxville, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Knoxville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. William has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gordon Savage

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.
ARDSLEY FARMS FAMILY LLC POSITION: Member NATURE: Family farms - lease farm land and structures. I am a passive member and do not participate in the management of the LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1995 ADDRESS: , Swanton MD , United States DESCRIPTION: I do not have an active role in this organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gordon Savage JR'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

May 13, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 900 S Gay Street 24th Fl, Knoxville, TN 37902
RIA
CRD#: 283390
KNOXVILLE, TN
Current

May 13, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 900 S Gay St Fl 24, Knoxville, TN 37902
BD
CRD#: 17499
KNOXVILLE, TN
Past

January 2, 2018 - October 5, 2020

BB&T SECURITIES, LLC

RIA
CRD#: 142785
WILMINGTON, NC
Past

January 2, 2018 - October 5, 2020

BB&T SECURITIES, LLC

BD
CRD#: 142785
WILMINGTON, NC
Past

January 29, 2009 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
WILMINGTON, NC
Past

January 26, 2009 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
WILMINGTON, NC
Past

March 23, 2005 - December 31, 2008

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
MORGANTOWN, WV
Past

March 22, 2005 - December 31, 2008

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
MORGANTOWN, WV
Past

October 3, 2003 - February 28, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
SAVANNAH, GA
Past

October 3, 2003 - February 28, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

April 22, 2002 - October 7, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SAVANNAH, GA
Past

February 12, 2002 - October 7, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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
Alabama
(5/13/2021)
RR
Arizona
(5/13/2021)
RR
Arkansas
(5/13/2021)
RR
California
(5/13/2021)
RR
Colorado
(5/13/2021)
RR
Connecticut
(5/13/2021)
RR
Delaware
(5/13/2021)
RR
District of Columbia
(5/13/2021)
RR
Florida
(5/13/2021)
RR
Georgia
(5/13/2021)
RR
Illinois
(5/17/2022)
RR
Indiana
(5/13/2021)
RR
Kansas
(5/13/2021)
RR
Kentucky
(5/13/2021)
RR
Maryland
(5/13/2021)
RR
Massachusetts
(11/29/2021)
RR
Mississippi
(5/13/2021)
RR
Missouri
(5/17/2022)
RR
Nevada
(5/13/2021)
RR
New Hampshire
(8/8/2022)
RR
New Jersey
(5/13/2021)
RR
New York
(5/13/2021)
RR
North Carolina
(5/13/2021)
RR
Ohio
(5/13/2021)
RR
Oregon
(5/13/2021)
RR
Pennsylvania
(5/13/2021)
RR
Puerto Rico
(5/13/2021)
RR
Rhode Island
(5/13/2021)
RR
South Carolina
(5/13/2021)
RR
South Dakota
(5/13/2021)
RR
Tennessee
(5/13/2021)
IAR
Tennessee
(5/13/2021)
RR
Texas
(5/13/2021)
IAR
Texas
(5/13/2021)
RR
Utah
(5/13/2021)
RR
Vermont
(6/24/2025)
RR
Virginia
(5/13/2021)
RR
West Virginia
(5/13/2021)
RR
Wisconsin
(4/28/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/25/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/15/2002
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information

Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)
TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Knoxville, TN 37902

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