ADVISOR BIO

William Carroll Vaughan is a registered Investment Advisor Representative in New Jersey and New York. William Vaughan has been working in the financial industry since 2011 and currently works for Corient. William Vaughan has 1 state exam, the Uniform Investment Adviser Law Examination, taken in August 2017. William Vaughan holds a Series 65 license. William Vaughan's previous employers include RegentAtlantic, NFL Films, Flash de la Courneuve, Yale University, and CIPW Service Company, LLC. Corient is a registered investment advisor based in Miami, Florida with 1341 clients. Corient manages approximately $118.19 Billion in assets under management and provides a variety of advisory services, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

William Callahan is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. William Callahan's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He is also a Certified Financial Planner and holds licenses to practice in Virginia, North Carolina, Texas, Maryland and Colorado. William Callahan previously worked for firms including Fulcrum Securities, LLC, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Morgan Stanley DW Inc.

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ADVISOR BIO

William Hadley McEvoy is a financial advisor who has been in the industry since February 12, 2008. William is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative and an Investment Advisor Representative. William is licensed in Massachusetts and Texas. William has also been a Registered Representative with CANTELLA & CO., INC. in Malden, Massachusetts.

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ADVISOR BIO

William George Lussenheide is an Investment Advisor Representative for Lussenheide Capital Management, Inc. based in Florence, Montana. William George Lussenheide has been in the industry since 2003 and has a Series 65 license.

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ADVISOR BIO

William Perry Randall is a financial advisor with over 35 years of experience in the financial services industry. William is a registered representative of Cambridge Investment Research Advisors, Inc. and is also an Investment Advisor Representative. William provides financial advice to individuals and families, as well as small businesses and non-profits. He has worked with LPL FINANCIAL LLC, Wachovia Securities, LLC, and B. C. Ziegler and Company, and holds several licenses and certifications, including the Series 7, 6, 22, 24, 63, 65, 9, 10, and SIE exams. William is a Certified Financial Planner and specializes in retirement planning, college savings, estate planning, and insurance. He has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service. William is dedicated to building lasting relationships with his clients and helping them make sound financial decisions for their future.

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ADVISOR BIO

William Paul Davis is a financial advisor in Rocky River, OH, with over 35 years of experience in the financial services industry. William is currently registered with Cambridge Investment Research Advisors, Inc., and holds Series 6, Series 63, and SIE licenses. William has been with Cambridge Investment Research Advisors, Inc. since 2019. William was previously registered with FSC SECURITIES CORPORATION. William has a diverse background, having worked with firms including Intersecurities, Inc., New England Securities, The O.N. Equity Sales Company, Transamerica Financial Resources, Inc., Transamerica Securities Sales Corporation, and Aetna Life Insurance and Annuity Company.

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William Fochi is a financial advisor at Cambridge Investment Research Advisors, Inc. William has been in the financial services industry since 1988 and holds licenses for both securities and investment advisory services. William provides investment advice and financial planning services for individuals, businesses and charitable organizations.

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ADVISOR BIO

William Robert Wurm is a partner and Registered Investment Advisor at Beech Hill Advisors, Inc. William has been in the financial industry since 1993. William has a wide range of experience in financial planning and investment management. William holds a Series 63, Series 65, Series 7, and Series 55 licenses. William is also a Chartered Financial Analyst (CFA).

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ADVISOR BIO

William Black is a financial professional with over 30 years of experience in the industry. William has a broad range of experience, having worked with several firms including Equitable Advisors, LLC, First Allied Securities, Inc. and Ogilvie Security Advisors Corporation. William is currently registered with Cambridge Investment Research Advisors, Inc. and provides services like financial planning, pension consulting and portfolio management.

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ADVISOR BIO

William Raymond Evans is a financial advisor registered with Centaurus Financial, Inc. William has over 20 years of experience in the financial services industry. William holds the Series 6, Series 63, and SIE licenses and is also a Chartered Financial Consultant. William works with both individual and corporate clients and provides services such as financial planning, pension consulting, portfolio management, and educational seminars.

SPECIALIZATIONS