Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Langdon is a financial advisor with over 30 years of experience in the industry. William has been with LPL Financial LLC since June 2020, and prior to that worked at VOYA FINANCIAL ADVISORS, INC. and Locust Street Securities, Inc. William has passed Series 6, 7, 63, and 65 exams. William holds a current registration in the state of Michigan and is also a registered Investment Advisor in Texas. William specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. William provides investment management, financial planning, and portfolio management services.
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
MI
06/24/2020 - Present
LPL Financial LLC (NORTHVILLE MI)
MI
01/01/2004 - 07/02/2020
VOYA FINANCIAL ADVISORS, INC. (NORTHVILLE MI)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
01/02/1992 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
04/10/1989 - 01/02/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 03/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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