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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Eugene Lusby is an investment advisor representative with LPL Financial LLC. William Eugene Lusby has been in the industry since November 24, 2006. William Eugene Lusby has passed the Series 66, Series 7, Series 26 and Series 31 exams. William Eugene Lusby is currently registered in Oregon, Washington and Texas. William Eugene Lusby has previously worked at CUNA Brokerage Services, Inc., SunTrust Investment Services, Inc., Edward Jones, Morgan Stanley & Co., Incorporated, MML Investors Services, Inc., and Thrivent Investment Management Inc.
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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2
OR
05/18/2022 - Present
LPL Financial LLC (Gresham OR)
OR
07/17/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PORTLAND OR)
GA
07/17/2008 - 06/24/2019
SUNTRUST INVESTMENT SERVICES, INC. (CUMMING GA)
GA
05/28/2008 - 07/16/2008
EDWARD JONES (ALPHARETTA GA)
MO
05/12/2008 - 05/28/2008
EDWARD JONES (ST. LOUIS MO)
GA
06/07/2007 - 03/03/2008
MORGAN STANLEY & CO., INCORPORATED (ATLANTA GA)
GA
11/08/2005 - 11/17/2005
MML INVESTORS SERVICES, INC. (ATLANTA GA)
MN
02/18/2005 - 11/03/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 03/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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