William Sachs

from St. James Investment Company, LLC
SEC regulated
Regulated Investment Advisor
William Sachs is a financial advisor based in Texas, Dallas, with 39 years of experience. William currently works for St. James Investment Company, LLC. William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Sachs works at St. James Investment Company, LLC
St. James Investment Company, LLC is a financial advisory firm based in Dallas, Texas. It currently has approximately $735,855,058 of assets under management and employs about 6 people. St. James Investment Company, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
and a percentage of assets under your management
Office location
3838 Oak Lawn Avenue, Suite 1414, Dallas, Texas, 75219

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