Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Reilly is an Investment Advisor Representative at LPL Financial LLC. William has been working in the financial industry since 1995 and holds Series 7, 9, 10, 63, and 66 licenses. William's experience includes time spent at Edward Jones, Raymond James Financial Services, Inc. and Reilly Financial Group, Inc. William Reilly currently provides consulting and other non-discretionary advisory services in addition to financial planning, pension consulting and educational seminars.
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.
1
2
GA
07/17/2024 - Present
LPL Financial LLC (ROSWELL GA)
GA
06/14/2004 - 05/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROSWELL GA)
MO
05/19/1995 - 06/18/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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