William
Lawler

Fsc Securities Corporation

CRD#2039978
Investment Advisor
in Bend, OR

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About this Advisor

William Lawler is a certified financial planner based in Bend, Oregon with a total of 2 years of relevant experience. Lawler is an employee of Fsc Securities Corporation. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc and Fsc. Lawler holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Oregon. Fsc Securities Corporation is a registered investment business that has its headquarters in Atlanta, GA. It has offices in 334 locations and a total of 2,174 employees. It controls $12 billion in assets across its 52,792 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 94 charities and foundations. Of its 52,792 client accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in investable assets. Fsc Securities Corporation has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are offered. Fee types billed by Fsc Securities Corporation may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

604 Nw Harriman St Suite A
Bend, OR 97703

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

OR Average: $3,570,121,308
Total Number of Employees

2,174

OR Average: 58
Total Number of Accounts

52,792

OR Average: 1,608
Average Account Size

$222,489

OR Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Lawler Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fsc

2000 - 2021 (21 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Lawler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Securities Corporation

Matthew Webb
Lubbock, TX
Paul Klimkowski
Langhorne, PA
Daniel Stith
Oklahoma City, OK
William Howard
Marietta, GA
Terry Thompson
Traverse City, MI
Nicholas Klanke
Bloomfield Hills, MI
Danielle Holmes
Grove City, OH
Mark Brower
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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