Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lacy is a financial advisor with Calamos Wealth Management LLC. William has been in the industry for over 10 years. He is a Chartered Financial Analyst (CFA) and has Series 66 and Series 63 registrations. William's primary practice focuses on serving high-net-worth individuals, corporations, pension plans, and charitable organizations. William offers a range of financial services including financial planning, asset allocation, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/06/2023 - Present
Calamos Wealth Management LLC (Chicago IL)
BC
Issued 11/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure William Lacy is the right advisor for you? Invested Better is here to help.
