Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Paul Comer is a financial advisor registered with LPL Financial LLC and has been in the industry since July 22, 1991. William Comer provides financial planning, portfolio management for individuals and businesses and is also registered as an investment advisor. William Comer is licensed to provide financial services in Virginia and South Carolina. William Comer previously held positions at Infinex Investments, Inc., BB&T Investment Services, Inc., Wachovia Securities, LLC, Wachovia Securities, Inc., and Wheat, First Securities, Inc.. William Comer also has experience with BB&T Bank, BBTIS, EVB/SONA Bank, and Virginia Asset Group.
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
VA
10/15/2020 - Present
LPL Financial LLC (GLEN ALLEN VA)
VA
09/12/2016 - 08/14/2020
INFINEX INVESTMENTS, INC. (Mechanicsville VA)
VA
02/14/2006 - 09/08/2016
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
MO
06/15/2002 - 12/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/19/1995 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
03/11/1991 - 01/25/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 04/18/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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