Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brooks Wall is a financial advisor who provides financial planning and investment management services to individuals, businesses, and charitable organizations. William is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2015. William currently holds a registration in the state of Louisiana with Truwealth Advisors, LLC and is also registered with the state of Texas. Prior to joining Truwealth Advisors, LLC, William was associated with Ameriprise Financial Services, LLC, and Purshe Kaplan Sterling Investments. William has experience working with a range of clients, including high-net-worth individuals, corporations, and pension plans. He is committed to providing personalized financial advice and helping his clients reach their financial goals.
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.
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.
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LA
07/17/2020 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
07/22/2020 - 04/18/2022
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
05/09/2016 - 07/24/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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