Unclaimed
William Brennan is an investment advisor representative at LCM Capital Management Inc. William has been with the firm since January 2017. William is a registered Investment Advisor in the state of Illinois. William holds a Series 65 license. William has passed the Uniform Investment Adviser Law Examination and has over 15 years in the industry. The firm, LCM Capital Management Inc. specializes in providing investment advice and portfolio management services for individuals, businesses, and pension and profit-sharing plans. William’s specializations include financial planning, pension consulting, and portfolio management.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
01/03/2017 - Present
LCM Capital Management Inc. (CHICAGO IL)
IA
Issued 12/15/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure William Brennan is the right advisor for you? Invested Better is here to help.