Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Douglas Adams is a financial advisor with LPL Financial LLC. William has been in the financial services industry since 2006. He is registered with the state of Georgia, and holds Series 7 and Series 66 licenses. William provides financial planning, portfolio management for individuals and businesses, and other consulting services. He is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals. William has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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GA
05/18/2022 - Present
LPL Financial LLC (LAWRENCEVILLE GA)
GA
12/14/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (NORCROSS GA)
GA
09/29/2015 - 12/04/2018
CETERA ADVISORS LLC (LOGANVILLE GA)
GA
10/15/2014 - 09/29/2015
KOVACK SECURITIES INC. (LOGANVILLE GA)
GA
01/04/2012 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (LOGANVILLE GA)
GA
02/12/2010 - 01/03/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATHENS GA)
GA
05/10/2006 - 02/17/2010
EDWARD JONES (LAWRENCEVILLE GA)
BOTH
Issued 10/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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