Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Arthur Crocker is a financial advisor in Overland Park, Kansas. William has been in the industry since 2000, and has experience working at firms like Lockton Companies, LLC, LPL Financial LLC, and Princor Financial Services Corporation. Currently, William is a registered representative and investment advisor representative for Creative Planning. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
12/17/2021 - Present
Creative Planning (OVERLAND PARK KS)
NC
01/23/2014 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (CHARLOTTE NC)
NC
11/28/2012 - 11/25/2013
LPL FINANCIAL LLC (ASHEVILLE NC)
NC
04/20/2006 - 10/02/2012
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
IA
10/03/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NC
11/17/2000 - 08/01/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
10/01/2000 - 11/15/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/04/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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