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WG

William L. Gunlicks

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CRD#: 1677340
WG

Professional summary


William Lee Gunlicks was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

William is a previously registered financial advisor and started their career in finance in 1988. Prior to being barred, William had worked at 2 firms, which includes FOUNDING PARTNERS CAPITAL MANAGEMENT COMPANY, FIRST OPTIONS OF CHICAGO INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Lee Gunlicks

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 23, 1998 - December 31, 2009

FOUNDING PARTNERS CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 111388
NAPLES, FL
Past

April 28, 1988 - January 30, 1990

FIRST OPTIONS OF CHICAGO, INC.

BD
CRD#: 13822

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 3
Date: 3/4/1994
National Commodity Futures Examination

Current Firm


FP
FOUNDING PARTNERS CAPITAL MANAGEMENT COMPANY
FOUNDING PARTNERS CAPITAL MANAGEMENT COMPANY

CRD#: 111388 / SEC#: 801-56788

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Contact information


Main Address
5150 North Tamiami Trail, Suite 400 Newgate Center, Naples, FL 34103
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Company Information


FOUNDING PARTNERS CAPITAL MANAGEMENT COMPANY

CRD#: 111388

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