William Lachance
William Lachance is a CFP-designated registered investment advisor at Wjl Financial Advisors, based in Morris Plains, NJ, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WJL Financial Advisors provides portfolio guidance, recommending low-cost index funds and passively managed funds. If you choose to have WJL execute trades, you'll need to open an account with their recommended broker-dealer. WJL will obtain your approval before making any trades. They do not charge a percentage of your portfolio. Instead, this service is part of the annual advisory services program, which has a flat fee.
Location
Morris Plains, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent selling health and life insurance since 2015. This takes a few hours per week, including time during securities trading hours.
Employment History
Current Registrations
Wjl Financial Advisors
State Registrations6 states
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.