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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sadler is a financial advisor with over 23 years of experience in the industry. William has a strong background in financial planning, portfolio management, and investment advisory services. William is registered to provide investment advice and securities in several states. He works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William is currently employed by LPL Financial LLC and is registered as a Registered Representative and Investment Advisor Representative. Previously, William was employed by INVEST Financial Corporation, HD Vest Investment Services, and Edward D. Jones & Co., L.P..
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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2
FL
11/12/2021 - Present
LPL Financial LLC (SANTA ROSA BEACH FL)
GA
02/14/2018 - 10/07/2020
LPL FINANCIAL LLC (ALBANY GA)
GA
05/26/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (ALBANY GA)
GA
01/28/1999 - 06/03/2016
HD VEST INVESTMENT SERVICES (ALBANY GA)
MO
12/03/1996 - 03/06/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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