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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 Brandon Corso is a financial advisor with over 20 years of experience in the industry. He is currently registered as a Registered Investment Advisor in Florida, Texas, and Virginia and is associated with Robert W. Baird & Co. Inc.. William has previously worked with EF LEGACY SECURITIES, LLC., SANDERS MORRIS HARRIS LLC., and ROYAL ALLIANCE ASSOCIATES, INC. and has held various roles at these firms, including Registered Representative and Investment Advisor Representative. William holds the Series 7, 6, and 63 securities licenses as well as the Series 65 investment advisor license. He is also a Certified Financial Planner. In addition to his role as a financial advisor, William is an investor and has served as a Board Member for Northern Neck LLC since 2021. William specializes in providing investment advice to individuals, businesses, corporations, high-net-worth individuals, pension plans, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
01/04/2024 - Present
Robert W. Baird & Co. Inc. (Fairfax VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
12/09/2005 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
AZ
01/12/2000 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/26/1998 - 07/16/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
09/06/1996 - 09/26/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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