William T. Urquhart

LONGHORN INVESTMENTS

Boynton Beach, FL

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CRD#: 2231391

Professional summary

William Thomas Urquhart is a registered financial advisor currently at LONGHORN INVESTMENTS, INC. located in Boynton Beach, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 2 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SELF EMPLOYED - C.P.A.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Urquhart's CRS (Customer Relationship Summary).

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

Current

January 15, 2002 - Present

LONGHORN INVESTMENTS, INC.

RIA

CRD#: 141828

Boynton Beach, FL

Past

June 1, 1992 - December 8, 1994

C. J. M. PLANNING CORP.

CRD#: 5698

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/15/2002)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 5/28/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LONGHORN INVESTMENTS, INC.

CRD#: 141828 / SEC#:

Florida

Registered Investment Advisory firm - (1/15/2002 Approved)

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Contact information

Main Address

Boynton Beach, FL

Mailing Address

Phone number

(561) 736-7972

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 18,249,770

Red Flags

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William T. Urquhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Urquhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGHORN INVESTMENTS, INC.

C. J. M. PLANNING CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2001

Series 6

Date: 5/28/1992

Current Firm

LONGHORN INVESTMENTS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONGHORN INVESTMENTS, INC.

TRUST BUT VERIFY

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