Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Garland Lacey is a financial advisor who has been in the industry since 2001. William is currently registered with U.S. Bancorp Investments, Inc. in Illinois and Texas. William is also registered in several other states, including California, Colorado, Florida, Indiana, Michigan, Missouri, North Carolina, Ohio, and Wisconsin. William has experience working with individual clients, high-net-worth individuals, corporations, and charitable organizations. William has a Series 7 and Series 66 license. William previously worked with CCO Investment Services Corp. and Chase Investment Services Corp. William is a Registered Representative (RR) and Investment Advisor Representative (IAR) at U.S. Bancorp Investments, Inc. William has provided investment advice to clients in various industries and is focused on providing financial guidance and solutions tailored to their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
10/14/2024 - Present
U.s. Bancorp Investments, Inc. (Maywood IL)
IL
02/07/2008 - 06/23/2014
CCO INVESTMENT SERVICES CORP. (OAK PARK IL)
IL
07/06/2005 - 02/01/2008
CHASE INVESTMENT SERVICES CORP. (OAK PARK IL)
IL
12/15/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
12/19/2001 - 12/09/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
07/24/2001 - 08/13/2001
OAKBROOK FINANCIAL GROUP, INC. (OAKBROOK TERRACE IL)
MN
07/17/2000 - 04/18/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/17/2000 - 04/18/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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