Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hepburn is an investment advisor representative who has been working in the industry since 1985. William is currently registered with Shadowridge Asset Management, LLC, and has a history of working with firms like Cambridge Investment Research, Inc. and Securities America, Inc.. William has experience in various areas including financial planning, pension consulting and portfolio management. William also has experience in working with both individuals and corporations.
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.
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2
TX
10/15/2020 - Present
Shadowridge Asset Management, LLC (AUSTIN TX)
AZ
08/09/2005 - 12/02/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (PRESCOTT AZ)
IA
11/11/1996 - 08/28/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NE
04/15/1993 - 11/06/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
IL
02/22/1989 - 03/31/1993
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
AZ
02/19/1987 - 03/28/1989
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
NA
12/16/1985 - 10/13/1986
EQUIVEST SECURITIES CORPORATION
IA
Issued 01/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/1993
Series 24 - General Securities Principal Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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