Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam H. Wilson is a financial advisor with over 30 years of experience in the financial services industry. William has been registered with the Securities and Exchange Commission (SEC) since 2005 and holds Series 6, 7 and 63 licenses as well as the SIE. William has a Chartered Financial Analyst designation and has worked for Lincoln Investment Planning, Inc. since August 2010. William also manages his own advisory firm, Wilson Investment Advisory Services, LLC, registered with the SEC since 2005. Prior to joining Lincoln Investment and starting his own practice, William worked for Great American Advisors, Inc. (2005-2010), PMG Securities Corporation (2000-2005) and Investors Brokerage Services, Inc. (1985-2000). William specializes in providing financial planning, portfolio management and selection of other advisors to individuals, corporations and other businesses.
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.
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.
1
2
TX
07/19/2011 - Present
Lincoln Investment (DALLAS TX)
TX
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (DALLAS TX)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
01/09/1985 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
10/30/1984 - 08/22/1987
T.L. HILL SECURITIES, INC.
BC
Issued 10/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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