Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Meikle is a financial advisor with CWM, LLC. William is an Investment Advisory Representative and has been working in the financial industry since 1983. William's experience includes working with LPL FINANCIAL LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINSCO/PRIVATE LEDGER CORP., TITAN/VALUE EQUITIES GROUP, INC., INTEGRATED RESOURCES EQUITY CORPORATION, and ANCHOR NATIONAL FINANCIAL SERVICES, INC.. William has a strong background in investment advisory, financial planning, estate planning, and tax preparation. He is also an insurance agent and sells life insurance. William is committed to providing his clients with the highest level of service and is dedicated to helping them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
AZ
10/31/2018 - Present
CWM, LLC (Phoenix AZ)
AZ
08/15/2002 - 07/27/2018
LPL FINANCIAL LLC (PHOENIX AZ)
IN
09/12/2001 - 08/22/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/12/2001 - 08/22/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
SC
09/21/1992 - 09/05/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
08/08/1989 - 09/18/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
12/12/1986 - 08/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/21/1983 - 12/10/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 07/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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