Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eric Rownd is a financial professional with over 15 years of experience in the industry. William has been registered with LPL Financial LLC since November 2022. Prior to that, William was with J.W. COLE FINANCIAL, INC. and First Allied Securities, Inc. William has a broad range of experience and holds licenses in several states including Arkansas, Texas, Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Missouri, Nebraska, North Carolina, and Oklahoma. William is committed to providing personalized financial advice and helping clients achieve 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
AR
11/03/2022 - Present
LPL Financial LLC (CABOT AR)
AR
05/14/2010 - 11/02/2022
J.W. COLE FINANCIAL, INC. (JACKSONVILLE AR)
AR
05/30/2008 - 05/18/2010
FIRST ALLIED SECURITIES, INC. (SHERWOOD AR)
AR
03/04/2008 - 05/30/2008
FFP SECURITIES, INC. (SHERWOOD AR)
BOTH
Issued 04/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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