Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Lagos is a financial advisor with Verus Financial Partners. William has been in the industry since 2006. William is registered as an Investment Advisor Representative in Virginia and has his Series 65 license. William has experience with financial planning and portfolio management for individuals. William is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
08/23/2006 - Present
Verus Financial Partners (RICHMOND VA)
IA
Issued 08/22/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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