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William James Mortimer

Solidarity Wealth, LLC

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About William James Mortimer

William Mortimer is an investment advisor representative with Solidarity Wealth, LLC and Solidarity Capital Management, LLC, based in Lehi, Utah. William has been in the industry since 2006 and has a broad range of experience in financial planning and portfolio management. William specializes in serving high net worth individuals and corporations. William holds the Series 63, 66, and 7 licenses.

Firm Information

William Mortimer is currently registered with Solidarity Wealth, LLC. Solidarity Wealth, LLC is an investment advisor based in Lehi, UT. They have 9 investment advisor representatives and 4 licensed agents. The firm advises high-net-worth individuals and individuals other than high-net-worth, managing $627,846,624 in regulatory assets under management. Their services include financial planning and portfolio management for individuals.
Solidarity Wealth, LLC

3600 N OUTLET PARKWAY

LEHI, UT 84043

$627.85M

Assets Under Management

Not reported

Total Clients

8

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Mortimer’s Registration & Firm History

UT

10/22/2021 - Present

Solidarity Wealth, LLC (LEHI UT)

UT

01/03/2022 - 04/01/2022

M. S. HOWELLS & CO. (LEHI UT)

UT

01/03/2011 - 10/29/2021

WELLS FARGO CLEARING SERVICES, LLC (SANDY UT)

UT

04/05/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)

UT

02/03/2006 - 02/23/2010

WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 08/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William James Mortimer.
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