Unclaimed
William Russell Doup is a financial advisor at LPL Financial LLC, based in New Albany, OH. William has been in the financial services industry since February 2017. William holds a Series 7, Series 66, and SIE licenses, and is registered in Colorado, Florida, Nevada, New York, Ohio, and Pennsylvania. William specializes in providing financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William's previous experience includes working at FSC Securities Corporation.
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
OH
10/01/2019 - Present
LPL Financial LLC (NEW ALBANY OH)
OH
02/23/2017 - 10/03/2019
FSC SECURITIES CORPORATION (NEW ALBANY OH)
BOTH
Issued 03/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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