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William David Alford
WILLIAM DAVID ALFORD JR., WILLIAM DAVID ALFORD, Bill Alford
CRD#: 5116565
IA
Investment Adviser
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Broker
WORLD INVESTMENT ADVISORS, LLCCRD#: 208512 19243 FM 2252
Suite 300
Garden Ridge, TX 78266
PENSIONMARK SECURITIES, LLCCRD#: 283952 19243 FM 2252, Ste 300
Garden Ridge, TX 78266
Registration History
201620172018201920202021202220232024202520262 FIRMS2020 - 2021 (1 year)2 FIRMS2023 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2021 - 2023 (2 years)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2017 - 2019 (1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2016 - 2017 (1 year)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2022 - 2023 (1 year)IAUSAA INVESTMENT MANAGEMENT COMPANY (CRD# 5475)2018 - 2019 (1 year)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2017 - 2018 (<1 year)IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2017 - 2017 (<1 year)
License(s)

State Registrations

IA
Louisiana 10/30/2024

IA
Texas 8/25/2023

B
Texas 8/25/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WORLD INVESTMENT ADVISORS, LLC (CRD#:208512)
19243 FM 2252 Suite 300, Garden Ridge, TX 78266
Registered with this firm since 8/25/2023

B
PENSIONMARK SECURITIES, LLC (CRD#:283952)
19243 FM 2252, Ste 300, Garden Ridge, TX 78266
Registered with this firm since 8/25/2023

Previous Registration(s)
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IA
04/08/2022 - 08/09/2023 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) SAN ANTONIO, TX
B
05/24/2021 - 08/08/2023 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SAN ANTONIO, TX
IA
03/02/2020 - 04/09/2021 ALLIANCEBERNSTEIN L.P. (CRD#:108477) San Antonio, TX
B
03/02/2020 - 04/09/2021 SANFORD C. BERNSTEIN & CO., LLC (CRD#:104474) NASHVILLE, TN
IA
01/08/2018 - 07/08/2019 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
B
09/29/2017 - 07/04/2019 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) SAN ANTONIO, TX
IA
09/29/2017 - 01/08/2018 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) SAN ANTONIO, TX
IA
04/27/2017 - 08/09/2017 J.P. MORGAN SECURITIES LLC (CRD#:79) San Antonio, TX
B
05/12/2016 - 08/09/2017 J.P. MORGAN SECURITIES LLC (CRD#:79) San Antonio, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.