William David Alford
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Titleist Asset Management, LLCMay 2026 to now
- World Investment AdvisorsAug 2023 to May 2026
- Pensionmark Securities, LLCAug 2023 to Oct 2025
- Fidelity InvestmentsMar 2021 to Aug 2023
- Alliance BernsteinOct 2019 to Mar 2021
- Fis GlobalJul 2019 to Sep 2019
- USAA Investment Management CompanyJan 2018 to Jul 2019
- USAA Financial Advisors IncAug 2017 to Jul 2019
- USAA Financial Planning ServicesAug 2017 to Jul 2019
- JP Morgan Securities LLCDec 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Titleist Asset Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 5116565
- 323567