Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gale Stracener is a financial advisor with LPL Financial LLC in LAFAYETTE, LA. William has over 20 years of experience in the financial services industry. William's previous firms include CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., WADDELL & REED, INC., and MORGAN STANLEY DW INC. William is licensed to provide financial services in Arkansas, Louisiana, Mississippi and Texas.
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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LA
08/15/2023 - Present
LPL Financial LLC (LAFAYETTE LA)
LA
09/20/2019 - 08/16/2023
CETERA ADVISOR NETWORKS LLC (Lafayette LA)
LA
11/18/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Lafayette LA)
LA
08/16/2002 - 11/20/2015
ROYAL ALLIANCE ASSOCIATES, INC. (LAFAYETTE LA)
KS
10/09/2001 - 08/20/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
02/08/2001 - 10/26/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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