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 Meyers is a financial advisor with Lord and Richards Wealth Management, LLC. William has been in the financial industry for over 15 years. William has a Series 7 and Series 66 license, and is a Certified Financial Planner. Previously, William worked at Commonwealth Financial Network and Avantax Investment Services, Inc. William is based in Highlands Ranch, CO. William specializes in financial planning and portfolio management for individuals. William has a strong commitment to helping clients reach 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.
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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CO
07/08/2024 - Present
Lord AND Richards (HIGHLANDS RANCH CO)
CO
05/13/2020 - 06/14/2024
COMMONWEALTH FINANCIAL NETWORK (Parker CO)
CO
05/03/2014 - 05/18/2020
AVANTAX INVESTMENT SERVICES, INC. (PARKER CO)
TX
09/15/2009 - 02/13/2012
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 07/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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