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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 Elwell is an investment advisor representative at LPL Financial LLC in Newburyport, MA. William is a registered investment advisor with licenses in 13 states. William has been in the financial industry since August 25, 2011. William has held previous roles at Cambridge Investment Research, Inc. and Signator Investors, Inc. William has passed several industry exams including the Series 6, Series 7, Series 63 and Series 65 exams. William also has experience in real estate, non-variable insurance and owns a business called Vino Tourismo. William's firm, LPL Financial LLC, is a registered investment advisor with more than $50 billion in assets under management.
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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2
MA
01/18/2024 - Present
LPL Financial LLC (NEWBURYPORT MA)
MA
03/12/2013 - 01/18/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Newburyport MA)
MA
08/26/2011 - 03/13/2013
SIGNATOR INVESTORS, INC. (ANDOVER MA)
IA
Issued 01/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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