Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willard? Claim Your ProfileWillard M. Folsom is a financial advisor who is registered with Castle Rock Wealth Management, LLC. Willard has been in the industry since June 24, 2013 and has been with the firm since September 20, 2018. Willard provides financial planning and portfolio management services to individuals and businesses. Willard has a series 66, Series 7 and SIE license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
09/20/2018 - Present
Castle Rock Wealth Management, LLC (WALNUT CREEK CA)
CA
06/25/2013 - 09/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
BOTH
Issued 07/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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