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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Basil Wilson is a financial advisor with LPL Financial LLC, based in Granite Quarry, NC. William has been in the financial services industry since 2021. William holds a Series 7TO, Series 63 and Series 65 licenses and is registered in both North Carolina and Texas. William has a strong background in the financial industry, having previously worked for Fidelity Investments, State Employees' Credit Union and SECU Brokerage Services. LPL Financial LLC is a large financial advisory firm with over $50 billion in assets under management. The firm offers a variety of financial planning and investment services to individuals, businesses, and institutions.
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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NC
01/24/2025 - Present
LPL Financial LLC (GRANITE QUARRY NC)
FL
07/01/2021 - 10/11/2021
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 09/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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