Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Burk Rosenthal is an advisor with Beacon Pointe Advisors, LLC. William has been in the industry since 1990 and is registered in 29 states. William is a Certified Financial Planner and Chartered Financial Consultant. William also offers advisory services for businesses, individuals and investment companies.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
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TX
11/29/2021 - Present
Beacon Pointe Advisors, LLC (FORT WORTH TX)
TX
11/29/2017 - 11/05/2021
LPL FINANCIAL LLC (FORT WORTH TX)
TX
12/03/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
TX
10/31/1995 - 12/04/2007
SECURITIES AMERICA, INC. (FT WORTH TX)
GA
06/02/1994 - 10/31/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
05/21/1993 - 06/06/1994
SIGNAL SECURITIES, INC. (FORT WORTH TX)
NJ
12/03/1990 - 06/07/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/03/1990 - 06/07/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MN
03/15/1990 - 11/13/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/15/1990 - 11/13/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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