Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Louis Fisher is a financial advisor with over 30 years of experience in the industry. William is currently registered with Consolidated Portfolio Review Corp. in California and Texas. William has held previous positions with KMS Financial Services, Inc., LPL Financial LLC, Mutual Service Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Franklin Distributors, Inc.. William offers a range of financial planning, portfolio management, and investment advisory services.
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.
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.
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CA
10/28/2020 - Present
Consolidated Portfolio Review Corp. (Danville CA)
CA
05/03/2012 - 10/28/2020
KMS FINANCIAL SERVICES, INC. (Danville CA)
CA
09/08/2009 - 05/10/2012
LPL FINANCIAL LLC (SAN MATEO CA)
CA
02/05/2007 - 09/08/2009
MUTUAL SERVICE CORPORATION (SAN MATEO CA)
CA
03/12/1992 - 02/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
CA
02/20/1990 - 11/22/1991
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 03/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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