Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Chadwick Fuson is a financial advisor with LPL Financial LLC. William has been in the financial industry since February 15, 2011. William is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 52, and Series 66 licenses. William is registered to provide investment advice in 25 states and is also a registered representative of LPL Financial. William has a wealth of experience in the financial industry and is committed to helping 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.
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.
1
2
TN
06/14/2018 - Present
LPL Financial LLC (MURFREESBORO TN)
TN
02/15/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (MURFREESBORO TN)
BOTH
Issued 03/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Fuson is the right advisor for you? Invested Better is here to help.
