Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam W. Councill is a financial advisor at Cambridge Investment Research Advisors, Inc.. William has over 20 years of experience in the financial services industry, having previously worked for firms such as CETERA ADVISORS LLC, ONEAMERICA SECURITIES, INC., and MML INVESTORS SERVICES, LLC. William offers a variety of financial services, including financial planning, portfolio management, and educational seminars. William holds Series 7, 6, 63, and 65 licenses. William is registered to offer financial advice in 21 states including Virginia, Texas, and Colorado. William is a dedicated and experienced financial advisor who is committed to helping his clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
06/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (Franklin VA)
VA
01/30/2023 - 06/25/2024
CETERA ADVISORS LLC (FRANKLIN VA)
VA
04/12/2019 - 02/15/2023
ONEAMERICA SECURITIES, INC. (Franklin VA)
VA
11/23/2001 - 04/10/2019
MML INVESTORS SERVICES, LLC (FRANKLIN VA)
IA
Issued 05/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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