Bill possesses over two decades of experience in the financial services industry. His strong financial background includes a Master’s degree in Business Management and a designation as an Accredited Asset Management Specialist℠. Bill is dedicated to providing comprehensive financial guidance for his clients which includes financial planning and investment management. He looks forward to providing you with outstanding customer service and working with you in pursuit of your financial goals.
Bill holds the following registrations through LPL Financial: Series 7 and 63
Bill is registered for Securities in the following states: AZ, CA, CO, FL, GA, HI, ID, LA, MD, MS, NC, NV, NY, OR, SC, TX, WA
Check the background of this investment professional on FINRA’s BrokerCheck.