Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Trumbo is a financial advisor registered with J.p. Morgan Securities LLC and has been in the industry since 2020. William is licensed to provide investment advice in Arkansas and Texas. William has Series 7TO, Series 66 and SIE licenses. William is a partner in TCH Investments, LLC, which owns part of a commercial property in Springdale, AR. William also owns a 1/3 stake in Eastwood LLC and a 1/4 stake in TruCost Capital LLC. William's experience includes working for companies like Arvest Bank, Arvest Wealth Management, and Edward Jones.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AR
12/08/2022 - Present
J.p. Morgan Securities LLC (Bentonville AR)
AR
05/08/2020 - 12/02/2022
ARVEST WEALTH MANAGEMENT (Fayetteville AR)
BOTH
Issued 08/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Trumbo is the right advisor for you? Invested Better is here to help.
