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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Urquhart is an investment advisor representative with Longhorn Investments, Inc. William Urquhart has been in the industry for over 30 years. William specializes in financial planning and portfolio management for individuals. William is also a licensed Certified Public Accountant.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
01/01/2025 - Present
Longhorn Investments, Inc. (BOYNTON BEACH FL)
NA
06/01/1992 - 12/08/1994
C. J. M. PLANNING CORP.
IA
Issued 08/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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