Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leboeuf is a financial advisor who has been in the industry since 1994. William is registered with the state of Ohio and holds Series 7, 63, 31 and SIE licenses. William works with Compound Planning, a firm which has over $1 billion in assets under management. William has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc. and Dean Witter Reynolds Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers
1
2
OH
05/18/2023 - Present
Compound Planning (Dayton OH)
OH
03/28/2019 - 12/05/2019
CETERA ADVISOR NETWORKS LLC (BEAVERCREEK OH)
OH
09/02/2009 - 03/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)
OH
06/01/2009 - 09/18/2009
MORGAN STANLEY SMITH BARNEY (DAYTON OH)
OH
08/30/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DAYTON OH)
NY
02/16/2001 - 09/09/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/16/1994 - 03/07/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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