William
Mortimer
Solidarity Wealth, LLC
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About this Advisor
William Mortimer is a financial advisor based in Lehi, Utah, working with Solidarity Wealth, LLC. William has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Solidarity Wealth, LLC, M. S. Howells & Co, and Solidarity Capital Fund I L.P. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, William is part of Solidarity Wealth, LLC, which operates out of Lehi, Utah. The firm has 15 employees and manages assets totaling $522.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Solidarity Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Solidarity Wealth, LLC Brokerage Details
$521,981,950
15
556
$938,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Mortimer Work History
Solidarity Capital Fund I L.P
Solidarity Wealth, LLC
M. S. Howells & Co
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of William Mortimer 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 Solidarity Wealth, LLC
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
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