William Gregory Dana

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 08/2017
  Sagepoint Financial
  Huntersville, NC
• 06/2017 → 06/2018
  Lpl Financial Llc
  Fort Mill, SC
• 06/2018 → 08/2018
  Unemployed
  Mooresville, NC
• 08/2018 → 09/2022
  Western & Southern Life
  Statesville, NC
• 09/2018 → 09/2022
  W&S Brokerage Services, Inc.
  Statesville, NC
• 09/2022 → 10/2024
  Infinite Wealth Advisors Llc
  Mooresville, NC
• 10/2024 → 03/2025
  Lpl Financial Llc
  Fort Mill, SC
• 10/2024 → 03/2025
  Associate Staffing
  Mooresville, NC
• 04/2025 → Present
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-05-15
• S63 Uniform Securities Agent State Law Examination
  2025-03-15

Other Names

• William Gregory Dana
• William Gregory Dana
• William Gregory Dana
• William Gregory Dana
• William Gregory Dana
• William Gregory Dana