Unclaimed
William Brigham is a financial advisor with over 15 years of experience in the financial services industry. William is registered with LPL Financial LLC in Georgia and Texas. William has been active in the financial services industry since October 2007. William is a graduate of the University of Georgia and holds a Bachelor of Arts degree in Economics. William has also passed the Series 66, Series 7, and Series 31 exams. William is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals. William currently works at LPL Financial LLC.
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
09/20/2024 - Present
LPL Financial LLC (AUGUSTA GA)
GA
10/25/2007 - 05/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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