William David Alford

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

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

• 12/2015 → 08/2017
  Jp Morgan Securities Llc
  San Antonio, TX
• 08/2017 → 07/2019
  Usaa Financial Advisors Inc
  San Antonio, TX
• 08/2017 → 07/2019
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 07/2019
  Usaa Investment Management Company
  San Antonio, TX
• 07/2019 → 09/2019
  Fis Global
  San Antonio, TX
• 10/2019 → 03/2021
  Alliance Bernstein
  San Antonio, TX
• 03/2021 → 08/2023
  Fidelity Investments
  San Antonio, TX
• 08/2023 → 05/2026
  World Investment Advisors
  Santa Barbara, CA
• 08/2023 → 10/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 05/2026 → Present
  Titleist Asset Management, Llc
  San Antonio, TX

Previous Registrations

• 2023-08-25 → 2026-05-04
  World Investment Advisors, Llc
  Garden Ridge, TX
  Garden Ridge, TX
• 2022-04-08 → 2023-08-09
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2020-03-02 → 2021-04-09
  Alliancebernstein L.P.
  San Antonio, TX
  Nashville, TN
• 2018-01-08 → 2019-07-08
  Usaa Investment Services Company
  San Antonio, TX
• 2017-09-29 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2017-04-27 → 2017-08-09
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX

Other Businesses

Insurance Licensed Life and Health

Exams

• S66 Uniform Combined State Law Examination
  2017-04-11

Other Names

• Bill Alford
• William David Alford
• William David Alford