Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lynn Bollinger is a financial advisor with over 25 years of experience in the industry. William has been a registered representative of LPL Financial LLC since December 2018. Previously, William was a registered representative of Cetera Advisor Networks LLC and Raymond James Financial Services, Inc. William has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized financial advice. William is a highly qualified professional with a strong track record of success. William holds the Series 6, 7, 24, 63, and 65 licenses. William is a member of the LPL Financial LLC branch office located in South Bend, Indiana.
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.
1
2
IN
12/06/2018 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
11/15/2004 - 12/06/2018
CETERA ADVISOR NETWORKS LLC (SOUTH BEND IN)
FL
03/28/2000 - 11/16/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
03/13/1996 - 03/01/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 04/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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