Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Painter is a financial advisor with over 20 years of experience in the industry. Currently, William is a registered representative for LPL Financial LLC, located in Stevensville, MD. William is licensed to provide financial advice in 13 states and has held several licenses and passed many exams in his career. Prior to joining LPL Financial LLC, William has worked for various financial institutions, including KESTRA INVESTMENT SERVICES, LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., LINCOLN FINANCIAL SECURITIES CORPORATION, and MULTI-FINANCIAL 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.
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2
MD
09/05/2019 - Present
LPL Financial LLC (STEVENSVILLE MD)
MD
08/12/2015 - 09/05/2019
KESTRA INVESTMENT SERVICES, LLC (STEVENSVILLE MD)
MD
10/25/2012 - 08/31/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (CROFTON MD)
MD
01/29/2007 - 10/31/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (CROFTON MD)
MD
01/01/2004 - 12/20/2006
MULTI-FINANCIAL SECURITIES CORPORATION (GAMBRILLS MD)
GA
09/15/2000 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 06/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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