Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mark Chambers is a registered representative with LPL Financial LLC and has been in the financial services industry for over 12 years. William is licensed in Alabama and Florida and has a Series 7, Series 66, and SIE license. William is also a member of the Andalusia Area Chamber of Commerce and serves as a board member for a non-profit organization in Andalusia, Alabama. In addition to financial services, William is also a notary public in Alabama. William's expertise includes financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary 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.
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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AL
12/22/2023 - Present
LPL Financial LLC (ANDALUSIA AL)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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