Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Frank Girton is a financial advisor associated with Orion Portfolio Solutions, LLC. William has been in the industry since December 2019 and has a broad range of experience in investment management. William currently holds registrations as a Registered Representative and an Investment Advisor Representative in Nebraska.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/17/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
PA
12/10/2019 - 10/04/2021
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 12/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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