William Lascelle
William Lascelle is a CFP-designated registered investment advisor at Millennium Financial Services LLP, based in Rockville, MD, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 42 clients with $22M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
932 Hungerford Drive, Suite 27A, Rockville, MD, 20850-1752
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Millennium Financial Services LLP
State Registrations1 state
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