Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davis is a financial advisor with LPL Financial LLC, located in San Antonio, Texas. William has been in the industry since April 2011 and has experience working with individuals, families, and businesses. William holds a variety of licenses and certifications, including Series 7, Series 6, Series 63, and Series 65. He is also a registered representative of LPL Financial LLC. William specializes in providing a range of services, including financial planning, investment management, and insurance. William is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.
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
TX
10/04/2021 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
03/02/2020 - 08/25/2021
INFINEX INVESTMENTS, INC. (San Antonio TX)
TX
09/24/2015 - 03/03/2020
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
03/22/2011 - 10/02/2015
HD VEST INVESTMENT SERVICES (FORT WORTH TX)
IA
Issued 06/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Davis is the right advisor for you? Invested Better is here to help.
