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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jarrett Fox is an investment advisor representative with LPL Financial LLC in SAN DIEGO, California. William has been in the financial industry since 2017 and is registered with the state of California as both a Registered Investment Advisor (IA) and a Broker-Dealer (BC). William holds the Series 6, Series 7, Series 63, and Series 65 licenses. William’s areas of expertise include retirement planning, investment management, and college savings. William is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
1
2
CA
02/12/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
IA
Issued 02/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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