William Roland, financial advisor Franklin NC

William Roland

CRD Number: 2195915
Current Firm: Cambridge Investment Research Advisors, Inc.

William Roland (CRD# 2195915) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Franklin, NC and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Mar 2023 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2023 - Current 1
Lincoln Financial Securities Corporation Asheville, NC Oct 2017 - Mar 2023 5
Invest Financial Corp Tampa, FL Jul 2009 - Jul 2017 8
United Community Insurance Services Brevard, NC Jan 2000 - Jul 2017 17
United Community Bank Brevard, NC Jan 2000 - Jul 2017 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for William F. Roland
Phone Number: 641-472-5100
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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