Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Perry Randall is a financial advisor with over 35 years of experience in the financial services industry. William is a registered representative of Cambridge Investment Research Advisors, Inc. and is also an Investment Advisor Representative. William provides financial advice to individuals and families, as well as small businesses and non-profits. He has worked with LPL FINANCIAL LLC, Wachovia Securities, LLC, and B. C. Ziegler and Company, and holds several licenses and certifications, including the Series 7, 6, 22, 24, 63, 65, 9, 10, and SIE exams. William is a Certified Financial Planner and specializes in retirement planning, college savings, estate planning, and insurance. He has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service. William is dedicated to building lasting relationships with his clients and helping them make sound financial decisions for their future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
06/22/2020 - Present
Cambridge Investment Research Advisors, Inc. (Rockford IL)
IL
09/12/2005 - 06/18/2020
LPL FINANCIAL LLC (ROCKFORD IL)
MO
10/24/1995 - 09/13/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
09/18/1995 - 10/04/1995
EVEREN SECURITIES, INC.
IL
02/19/1986 - 10/03/1995
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
NA
08/07/1985 - 12/24/1985
BALLANTYNE & CO.,LTD.
IA
Issued 01/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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