Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam George Lako is a financial advisor with Henssler Financial. William is a Certified Financial Planner™ professional. William has been in the industry for over 25 years and has experience working with a wide range of clients including individuals, families, businesses, and institutions. William has experience with various financial services, including financial planning, portfolio management, and retirement planning. William is a member of the firm's investment committee, which is responsible for overseeing the firm's investment strategy. William is also involved in several community organizations. William is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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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GA
04/07/2003 - Present
Henssler Financial (KENNESAW GA)
GA
07/12/2005 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
PA
12/02/2003 - 05/20/2005
CITCO MUTUAL FUND DISTRIBUTORS, INC. (MALVERN PA)
GA
11/07/2001 - 10/24/2003
LIGHTHOUSE BROKERAGE AND FINANCIAL SERVICES, LLC (MARIETTA GA)
MD
05/12/1998 - 10/31/2001
DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 07/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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