Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam F. Lauber is a registered investment advisor representative with Visionary Wealth Advisors, LLC. William has been in the industry since 2004, and has held previous positions at Cantella & Co., Inc. and Sterling Capital Management. William has a Series 7 and Series 66 license. Visionary Wealth Advisors, LLC is an investment advisory firm headquartered in St. Louis, Missouri. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $2.43 billion in assets.
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.
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.
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MO
03/28/2019 - Present
Visionary Wealth Advisors, LLC (ST. LOUIS MO)
MO
12/03/2004 - 08/18/2010
CANTELLA & CO., INC. (ST. LOUIS MO)
BOTH
Issued 12/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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