William Tamplin (CRD# 7422806) is an Investment Advisor Representative working at Fairlead Strategies in Greenwich, CT and has over 2 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fairlead Strategies, LLC | Greenwich, CT | Jun 2021 - Current | 2 |
| Full Time Student | Richmond, VA | Aug 2020 - Jun 2021 | < 1 |
| Matrix Capital Markets Group, Inc. | Richmond, VA | Jun 2020 - Aug 2020 | < 1 |
| Full Time Student | Richmond, VA | Aug 2019 - Jun 2020 | < 1 |
| Sona Pharmacies / Sona Benefits | Asheville, NC | Jun 2019 - Aug 2019 | < 1 |
| Full Time Student | Richmond, VA | Aug 2011 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
- CT
- FL
- IL
- MA
- NE
- NY
- TX
-
Total Assets Under Management209MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$209,000,000
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
CA, CT, FL, IL, MA, NE, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.