Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lewis Eccles is a financial advisor registered with LPL Financial LLC. William has been in the financial industry for over 9 years, with experience in both securities and investment advisory services. William holds the Series 66 and Series 7 licenses, as well as the SIE. William's experience includes working at LPL Financial LLC in Indianapolis, Indiana. William is also a licensed insurance agent in Indiana. In addition to providing financial advice, William is also the President of BE Dream Homes, LLC, a home-based business not related to investment.
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.
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IN
03/12/2014 - Present
LPL Financial LLC (MADISON IN)
BOTH
Issued 10/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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