Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lafferty is a Certified Financial Planner® with Total Alignment Wealth Advisors, LLC and TA Capital Management, LLC. William has been in the industry since August 2018. William is registered as an Investment Advisor Representative in New Jersey and holds the Series 65 license. William has experience providing investment consulting and financial planning services. William works with clients in the Turnersville, NJ area.
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.
Investment consulting
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 assets under review
1
2
NJ
11/21/2019 - Present
Total Alignment Wealth Advisors, LLC (Turnersville NJ)
IA
Issued 05/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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