Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Horner is a financial advisor with Cambridge Investment Research Advisors, Inc. William has been in the financial services industry since 1997. William is registered with the state of North Carolina and holds the Series 63, Series 7, and Series 24 licenses. William is also a Certified Financial Planner. William specializes in working with individual investors and helping them reach their financial goals. William is committed to providing clients with the highest level of service and helping them make informed decisions about their financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
NC
10/19/2018 - Present
Cambridge Investment Research Advisors, Inc. (Roxboro NC)
NC
07/15/2002 - 10/25/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (ROXBORO NC)
VA
12/01/1997 - 07/17/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
10/21/1997 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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