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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Proctor Greathouse is a financial professional with over 40 years of experience in the industry. William Proctor Greathouse is currently registered with LPL Financial LLC. William Proctor Greathouse has held previous positions with Oppenheimer & Co. Inc., RBC Capital Markets, LLC, Scott & Stringfellow, Inc., Legg Mason Wood Walker, Incorporated, and Legg Mason Masten Inc. William Proctor Greathouse is licensed to provide financial advice in Colorado, District of Columbia, Iowa, North Carolina, Pennsylvania, and South Carolina. William Proctor Greathouse holds licenses including Series 7, Series 9, Series 10, Series 63, Series 66, and Series 99TO. William Proctor Greathouse is a Registered Representative and Investment Advisor Representative. William Proctor Greathouse's firm is based in Fort Mill, South Carolina. LPL Financial LLC is a Fortune 500 company with over $50 Billion in assets under 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.
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
NC
12/05/2024 - Present
LPL Financial LLC (LEXINGTON NC)
NC
12/09/2010 - 12/21/2018
OPPENHEIMER & CO. INC. (WINSTON-SALEM NC)
NC
07/21/2006 - 12/17/2010
RBC CAPITAL MARKETS, LLC (WINSTON-SALEM NC)
NC
05/05/1999 - 08/02/2006
SCOTT & STRINGFELLOW, INC. (HIGH POINT NC)
VA
10/25/1994 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NA
11/03/1987 - 10/27/1994
LEGG MASON WOOD WALKER, INCORPORATED
MD
01/30/1987 - 10/27/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
03/24/1980 - 02/27/1987
E. F. HUTTON & COMPANY INC
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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