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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 Lawrence Tamplin is an Investment Advisor Representative at Fairlead Strategies. William Lawrence Tamplin is licensed in California, Connecticut, Florida, Illinois, Massachusetts, Nebraska, New York, and Texas. William Lawrence Tamplin has been in the industry since 2019. William Lawrence Tamplin holds the Series 65 license. William Lawrence Tamplin has been with Fairlead Strategies since June 2021. Fairlead Strategies is a Registered Investment Advisor with the SEC. Fairlead Strategies provides portfolio management for individuals and investment companies, as well as educational seminars, market timing services, and the publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Percentage of management fee
1
2
CT
01/03/2023 - Present
Fairlead Strategies (GREENWICH CT)
IA
Issued 10/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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