Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Harless is a financial advisor currently registered with LPL Financial LLC. William has been in the financial services industry since 2022. William is registered to provide investment advice in 53 states and is also registered with the Securities and Exchange Commission. William has a strong background in the financial services industry, and is committed to providing clients with personalized financial advice. William has a range of experience in various financial sectors, including financial planning, pension consulting, and portfolio management for both individuals and businesses. William is dedicated to providing a high level of service and is committed to helping clients 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.
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
TX
08/10/2023 - Present
LPL Financial LLC (AUSTIN TX)
UT
05/27/2022 - 07/13/2023
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 06/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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