Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morgan Billington is a financial advisor currently registered with LPL Financial LLC. William has been in the financial services industry since 2013. William is registered to provide investment advice in both North Carolina and South Carolina. Prior to joining LPL Financial LLC, William worked for Vanguard Marketing Corporation. William holds the Series 7, Series 63, Series 65, Series 66 and Series 99TO licenses.
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
SC
11/13/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
05/23/2013 - 12/31/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 01/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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