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William Edwards

3 Years of Experience
Chicago, IL
Broker

William Edwards is a registered investment advisor, based in Chicago, IL, with 3 years of industry experience.

Location

101 N. Wacker Drive, Suite 1500, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lbmz Securities, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Zacks Investment Management, INC.
September 2022 - Present · 3 yrs 8 mos
State Registrations11 states
AKCAIDILMTNDNEORSDWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Edwards - Financial Advisor | TrueAdvisor