William
Agan

Stifel, Nicolaus & Company, Inc

CRD#5296052
Investment Advisor
in Saint Louis, MO

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About this Advisor

William Agan is a financial advisor based in Saint Louis, Missouri, with 1 year of relevant experience. Agan is an advisor for Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Td Ameritrade Inc, Securities America Inc, Securities America Advisors, Ladenburg Thalmann & Co and Stifel. Agan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri. Stifel, Nicolaus & Company, Inc is a company operating out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 advisors. It controls $133 billion in assets among its 334,814 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,312 charitable organizations. Of its 334,814 accounts, 24% belong to high-net-worth individuals who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on the services provided. Fees charged by Stifel, Nicolaus & Company, Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

501 North Broadway
Saint Louis, MO 63102

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

MO Average: $11,469,110,461
Total Number of Employees

6,729

MO Average: 458
Total Number of Accounts

334,814

MO Average: 33,415
Average Account Size

$395,894

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Agan Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stifel

2018 - 2022 (4 years)

Ladenburg Thalmann & Co

2015 - 2022 (7 years)

Securities America Inc

2015 - 2022 (7 years)

Securities America Advisors

2007 - 2015 (8 years)

Td Ameritrade Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Agan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Robert Hellman
Waukesha, WI
Gerard Kelly
Clearwater, FL
Edward Ellis
Haddonfield, NJ
Christopher Daughtry
Wilmington, NC
Robert Lucas
Miamisburg, OH
Michael Harkins
Bellevue, WA
Lance Mcintosh
Bellevue, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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