Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Stanton is a financial advisor associated with LPL Financial LLC and has been in the industry since December 22, 1986. William is registered with the state of Georgia and holds Series 63, Series 65, Series 7 and Series 24 licenses. William specializes in investment advisory services, financial planning, and pension consulting. William has previously worked with Wachovia Securities, Inc. and PaineWebber Incorporated.
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
GA
04/14/2003 - Present
LPL Financial LLC (BALL GROUND GA)
MO
06/15/2002 - 07/31/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
08/30/1996 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
12/23/1986 - 09/13/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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