Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mead is an investment advisor representative with Concurrent Investment Advisors, LLC. William has been in the financial industry since 1986. William has a long history of experience with several firms including Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and Shearson Lehman Hutton Inc. William is licensed to provide investment advisory services in Colorado and Texas. William has a commitment to working with a variety of clients, including individuals, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
02/02/2024 - Present
Concurrent Investment Advisors, LLC (Colorado Springs CO)
CO
06/25/2021 - 05/30/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
05/11/2007 - 06/29/2021
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
CO
05/09/1990 - 05/25/2007
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
NY
07/23/1986 - 05/18/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 02/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1986
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Mead is the right advisor for you? Invested Better is here to help.
