Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lafond is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with Grove Point Advisors, LLC and is a Certified Financial Planner. William has been active in the financial services industry since December 9, 1985 and has held various roles at firms such as CETERA ADVISOR NETWORKS LLC, TOWER SQUARE SECURITIES, INC., WS GRIFFITH SECURITIES, INC. and PHOENIX EQUITY PLANNING CORPORATION. William offers a variety of financial services to clients, including financial planning, pension consulting, and portfolio 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.
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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2
IL
04/01/2021 - Present
Grove Point Advisors, LLC (Batavia IL)
IL
09/03/2013 - 08/02/2016
CETERA ADVISOR NETWORKS LLC (BATAVIA IL)
IL
06/01/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (BATAVIA IL)
CT
06/07/1993 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
12/10/1985 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 01/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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