William LancasterCRD Number: 3188168
Current Firm: Edward Jones
William Lancaster (CRD# 3188168) is an Investment Advisor Representative working at Edward Jones in Wagoner, OK and has over 18 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Voya Financial Advisors, Inc.
|Edward D. Jones & Company, LP||Wagoner, OK||Feb 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
- Customer Dispute
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)