Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Touey is a registered representative with LPL Financial LLC. William has been in the financial services industry since January 19, 2000. William is licensed to provide investment advice in multiple states, including Delaware, Florida, Georgia, Indiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, and Pennsylvania. William also holds licenses in the Series 6, Series 7, Series 63, and Series 65 exams. William has also been previously employed by Equity Services, Inc., and Hornor, Townsend & Kent, Inc. William has been President of the CPA firm Touey and Company LLC CPAs and a landlord for securities business through Free at Last Properties LLC.
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
PA
03/03/2022 - Present
LPL Financial LLC (MEDIA PA)
PA
10/21/2013 - 02/13/2014
LPL FINANCIAL LLC (MEDIA PA)
PA
08/24/2006 - 10/29/2013
EQUITY SERVICES, INC. (DREXEL HILL PA)
PA
01/19/2000 - 07/13/2006
HORNOR, TOWNSEND & KENT, INC. (DREXEL HILL PA)
IA
Issued 06/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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