Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Wolfgram is a financial advisor in Alamogordo, NM. William has been in the financial services industry since February 4, 2013. William is currently registered with LPL Financial LLC and has previously been affiliated with Cambridge Investment Research, Inc., TCFG Wealth Management, LLC and Investment Centers of America, Inc. William holds licenses for Series 63, Series 7 and SIE exams.
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
NM
12/08/2022 - Present
LPL Financial LLC (ALAMOGORDO NM)
TX
03/01/2018 - 12/20/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (El Paso TX)
NM
09/28/2017 - 03/01/2018
TCFG WEALTH MANAGEMENT, LLC (Alamogordo NM)
NM
02/05/2013 - 09/28/2017
INVESTMENT CENTERS OF AMERICA, INC. (ALAMOGORDO NM)
BC
Issued 02/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Wolfgram is the right advisor for you? Invested Better is here to help.
