William J. Lacure

THE PENSION GROUP

Dublin, OH 43017

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CRD#: 4584136

Professional summary

William Joseph Lacure, who also goes by William Joseph Lacure, William Joseph Lacure, is a registered financial advisor currently at THE PENSION GROUP located in Dublin, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Joseph Lacure | William Joseph Lacure

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) - RIA

Click below to view William Joseph Lacure's CRS (Customer Relationship Summary).

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 23, 2026 - Present

THE PENSION GROUP

Office #1: 700 Stonehenge Parkway Suite B, Dublin, OH 43017

RIA

CRD#: 293819

Dublin, OH

Past

June 29, 2023 - May 7, 2025

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

GRANDVIEW HEIGHTS, OH

Past

June 1, 2021 - May 20, 2022

P.J. ROBB VARIABLE, LLC

CRD#: 38339

MEMPHIS, TN

Past

April 9, 2015 - November 3, 2020

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

October 1, 2012 - September 9, 2014

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

COLUMBUS, OH

Past

October 1, 2012 - September 9, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

COLUMBUS, OH

Past

September 29, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

COLUMBUS, OH

Past

July 27, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

COLUMBUS, OH

Past

May 1, 2008 - February 10, 2009

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

December 5, 2006 - April 28, 2008

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

April 26, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA

CRD#: 7110

DUBLIN, OH

Past

December 6, 2002 - April 28, 2008

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE PENSION GROUP

ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP

CRD#: 293819 / SEC#: 801-132293

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

Alabama

Registered Investment Advisory firm - (4/8/2025 Terminated)

California

Registered Investment Advisory firm - (5/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (4/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (5/14/2018 Approved)

North Carolina

Registered Investment Advisory firm - (4/24/2025 Terminated)

Ohio

Registered Investment Advisory firm - (4/8/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (4/8/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(1/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/5/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE PENSION GROUP

ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP

CRD#: 293819 / SEC#: 801-132293

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

Alabama

Registered Investment Advisory firm - (4/8/2025 Terminated)

California

Registered Investment Advisory firm - (5/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (4/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (5/14/2018 Approved)

North Carolina

Registered Investment Advisory firm - (4/24/2025 Terminated)

Ohio

Registered Investment Advisory firm - (4/8/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (4/8/2025 Terminated)

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Contact information

Main Address

700 Stonehenge Parkway Suite B, Dublin, OH 43017

Mailing Address

Phone number

(614) 423-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE PENSION GROUP - ADV PART 2 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	744
AUM (Assets Under Management)	$ 141,966,968

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William J. Lacure

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Lacure's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIONWIDE INVESTMENT SERVICES CORPORATION

P.J. ROBB VARIABLE, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

PACIFIC SELECT DISTRIBUTORS, LLC

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

THE PENSION GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2025

Series 63

Date: 6/3/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/20/2014

Series 6

Date: 12/5/2002

Current Firm

THE PENSION GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PENSION GROUP

TRUST BUT VERIFY

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