Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Cannon is a financial advisor with LPL Financial LLC in Morganton, North Carolina. William has been in the financial industry since 2005 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of North Carolina. William holds a Series 7, Series 66 and SIE license. William has previously worked with TIAA-CREF Individual & Institutional Services, LLC and AXA Advisors, LLC. William's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. William is registered to provide investment advisory services to individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
03/22/2011 - Present
LPL Financial LLC (MORGANTON NC)
NC
03/11/2008 - 03/07/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
01/25/2005 - 03/05/2008
AXA ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 03/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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