Years of Experience
5-20+ Years
NASHVILLE, TN
15 Years Experience
0 Disclosures
ADVISOR BIO
William Alexander Lawhorn is a registered representative with Robert W. Baird & Co. Inc. William has been in the financial services industry since June 2010. William is currently registered with the following states: Alabama, California, Colorado, Florida, Georgia, Maryland, Massachusetts, Mississippi, Missouri, New York, Ohio, Oregon, Pennsylvania, Puerto Rico, Tennessee, Utah, Virginia, and Washington.
SPECIALIZATIONS
Boston, MA
2 Years Experience
0 Disclosures
ADVISOR BIO
William D Leathers is a registered representative with Sanford C. Bernstein & Co., LLC, a broker-dealer with an active status in Massachusetts. William D Leathers has been in the industry for over a year. William D Leathers has passed the Series 7TO, Series 63, and SIE exams. William D Leathers specializes in portfolio management for pooled investment vehicles.
SPECIALIZATIONS
PLANO, TX
0 Disclosures
ADVISOR BIO
William Solari is an investment advisor representative at Fisher Investments. William is registered with the state of Texas. William specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. William is also experienced in providing financial planning and portfolio assessment services.
SPECIALIZATIONS
SPRINGFIELD, IL
5 Years Experience
0 Disclosures
ADVISOR BIO
William Cornwell is a financial advisor with Stifel, Nicolaus & Company, Inc. William is a registered representative in Illinois and Texas. William holds the Series 7TO, Series 66, and SIE licenses. William has been in the financial services industry since March 2020. William's areas of expertise include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles.
SPECIALIZATIONS
ATLANTA, GA
0 Disclosures
ADVISOR BIO
William Harold Bolen is a Certified Financial Plannerâ„¢ and an Investment Advisor Representative at Homrich Berg. William Harold Bolen has been working in the financial services industry since October 2009. William Harold Bolen is registered in Georgia and Texas.
SPECIALIZATIONS
Siesta Key, FL
5 Years Experience
1 Disclosures
ADVISOR BIO
William McGinty is an active investment advisor representative with Robert W. Baird & Co. Inc. William has been in the industry since May 2020 and holds the Series 7TO, Series 66 and SIE exams. William is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority, as well as the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington and Wisconsin. William also holds an investment advisor representative registration in Texas and Wisconsin. William is a member of the McGinty Marine International, LLC, a corporation that offers yacht delivery services.
SPECIALIZATIONS
BOSTON, MA
5 Years Experience
0 Disclosures
ADVISOR BIO
William R Leroux is a licensed investment advisor representative for Goldman Sachs & Co. LLC. William R Leroux has been in the financial services industry since 2019 and is registered in 53 states and jurisdictions. William R Leroux is also an active member of the Financial Industry Regulatory Authority (FINRA). William R Leroux specializes in providing investment advice for individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
OAKS, PA
0 Disclosures
ADVISOR BIO
William Randall Harris is a financial advisor with SEI Investments Management Corp. William has been in the industry for over a decade and holds both the Series 65 and SIE exam designations. He is registered as an Investment Advisor Representative with the state of Pennsylvania. William has a strong track record of providing financial advice to a wide range of clients, including individuals, businesses, and institutions. William is committed to providing personalized financial guidance and is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
CAMAS, WA
0 Disclosures
ADVISOR BIO
William Evan Meessen is an Investment Advisor Representative at Fisher Investments. William has been in the industry since October 2008 and is registered with the states of Washington and Texas. William holds the Series 65 - Uniform Investment Adviser Law Examination. William has experience in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. William is also a treasurer for the First Place Neighborhood Association.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
William Ford is a financial advisor at Capital Group Private Client Services, Inc., a firm that specializes in providing investment advice to high-net-worth individuals, charitable organizations, and other clients. William Ford is a Chartered Financial Analyst and holds the Series 7 and Series 63 licenses. William Ford has been in the financial industry since 2008 and has experience working with Capital Group Companies, Capital Group / American Funds Distributors, Inc. and Capital Group Private Client Services. William Ford's firm, Capital Group Private Client Services, Inc., is a large firm with over 60 investment adviser representatives. The firm manages over $38 billion in assets for a wide range of clients, including individuals, institutions, and investment companies.
SPECIALIZATIONS