WL
William A. Lascelle
MILLENNIUM FINANCIAL SERVICES LLP
Rockville, MD 20850-1752
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CRD#: 4535428
WL
Professional summary
William Arthur Lascelle, CFP® is a registered financial advisor currently at MILLENNIUM FINANCIAL SERVICES LLP located in Rockville, Maryland.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William Arthur Lascelle'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®
Experience
Current
June 30, 2006 - Present
MILLENNIUM FINANCIAL SERVICES LLP
Office #1: 932 Hungerford Drive Suite 27a, Rockville, MD 20850-1752RIA
CRD#: 118082
Rockville, MD
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
Maryland(6/30/2006)
Exams
Current Firm
MF
MILLENNIUM FINANCIAL SERVICES LLP
MILLENNIUM FINANCIAL SERVICES LLP
CRD#: 118082 / SEC#:
Maryland
Registered Investment Advisory firm - (9/17/1997 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
932 Hungerford Drive Suite 27a, Rockville, MD 20850-1752
Mailing Address
Phone number
(301) 569-0965
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 22,419,155 |
Red Flags
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