William J. Lahr

ARCHETYPE ADVISORS

Doylestown, PA 18901

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CRD#: 4936279

Professional summary

William Joseph Lahr IV, CFP®, who also goes by Bill Lahr, William J Lahr IV, William J Lahr, is a registered financial advisor currently at ARCHETYPE ADVISORS, LLC located in Doylestown, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Lahr | William J Lahr Iv | William J Lahr

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.

1)LAHR CONSULTING - OWNER/MANAGING MEMBER - PROVIDE BUSINESS DEVELOPMENT AND SALES STRATEGY COACHING - SINCE 03/2006 - DOYLESTOWN, PA.--- 2)LAHR LLC - OWNER/MANAGING MEMBER - HOLDING COMPANY FOR ARCHETYPE ADVISORS LLC AND FORTE INVESTMENT SOLUTIONS LLC - SINCE 10/2010- DOYLESTOWN, PA.--- 3)ARCHETYPE ADVISORS, LLC - OWNER/MANAGING MEMBER/ADVISOR - INSURANCE,FINANCIAL AND INVESTMENT ADVISORY SERVICES - SINCE 10/2010- DOYLESTOWN, PA.--- 4)FORTE INVESTMENT SOLUTIONS, LLC OWNER/MANAGING MEMBER/CONSULTANT - MONEY MGT FIRM OPERATING AS A SMA - SINCE 10/2010- DOYLESTOWN, PA.--- 5)BB, LLC - OWNER/MANAGING MEMBER - HOLDING COMPANY FOR REAL ESTATE PROPERTY - SINCE 11/2011- DOYLESTOWN, PA.---

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Lahr IV'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

July 17, 2012 - Present

ARCHETYPE ADVISORS, LLC

Office #1: 72 East State Street, Doylestown, PA 18901

RIA

CRD#: 156527

Doylestown, PA

Past

February 2, 2009 - February 20, 2009

FIRST DOMINION CAPITAL CORP.

CRD#: 16330

RICHMOND, VA

Past

October 22, 2008 - January 20, 2012

FAMILY OFFICE GROUP LLC

RIA

CRD#: 147275

PINEHURST, NC

Past

April 2, 2008 - October 21, 2008

WORLD CAPITAL ADVISORS, LLC

RIA

CRD#: 135941

DOYLESTOWN, PA

Past

October 5, 2005 - April 10, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 27, 2005 - April 10, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PLAINSBORO, NJ

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".

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2021 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

Pennsylvania
(7/17/2012)

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 66

Date: 10/25/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/4/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/17/2005

General Securities Principal Examination

Current Firm

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2021 Terminated)

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Contact information

Main Address

72 East State Street, Doylestown, PA 18901

Mailing Address

Phone number

(215) 558-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHETYPE ADVISORS, LLC WRAP BROCHURE (3/24/2025)

ARCHETYPE ADVISORS, LLC DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	480
AUM (Assets Under Management)	$ 195,000,000

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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Firm Stability Insights

William J. Lahr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIRST DOMINION CAPITAL CORP.

FAMILY OFFICE GROUP LLC

WORLD CAPITAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ARCHETYPE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2005

Series 7

Date: 10/4/2005

Series 24

Date: 10/17/2005

Current Firm

ARCHETYPE ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHETYPE ADVISORS, LLC

TRUST BUT VERIFY

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