Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Campbell Fisher is a financial advisor with over 20 years of experience in the financial services industry. William is registered with LPL Financial LLC and holds licenses in both North Carolina and Texas. William has a diverse background, having worked with Lincoln Financial Distributors, Inc. and Planco Financial Services, LLC. William specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and retirement plans. William works with clients to develop customized financial plans that address their specific needs and 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.
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.
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2
NC
11/10/2016 - Present
LPL Financial LLC (BURLINGTON NC)
PA
04/27/2006 - 07/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
05/09/2002 - 04/18/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BOTH
Issued 03/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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