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William James Lafferty

Fisher Investments

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About William James Lafferty

William Lafferty is a financial advisor at Fisher Investments. William has been in the industry for over 10 years and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. William holds a Series 66 and Series 7TO license, along with the SIE exam. William focuses on providing portfolio management, financial planning and portfolio assessment services for his clients. Previously, William was a financial advisor at Park Avenue Securities LLC and Morgan Stanley.

Firm Information

William Lafferty is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Lafferty’s Registration & Firm History

FL

07/23/2024 - Present

Fisher Investments (Tampa FL)

FL

05/18/2022 - 12/20/2023

PARK AVENUE SECURITIES LLC (TAMPA FL)

FL

07/27/2020 - 04/27/2022

MORGAN STANLEY (Tampa FL)

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Licenses & Designations

BOTH

Issued 09/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William James Lafferty.
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