William Blanchette
Professional summary
William Blanchette, CFP®, who also goes by William C Blanchette, William Christopher Blanchette, is a registered financial advisor currently at FOCUS PARTNERS ADVISOR SOLUTIONS, LLC located in Folsom, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. William has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Blanchette's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2018 - Present
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
October 29, 2018 - September 2, 2020
FORESIDE FINANCIAL SERVICES, LLC
June 22, 2017 - December 14, 2018
LWI FINANCIAL INC.
June 22, 2017 - October 29, 2018
LORING WARD SECURITIES INC.
March 25, 2008 - May 5, 2017
STRATEGIC ADVISERS LLC
July 7, 2006 - April 21, 2017
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2018)
Exams
Series 7TO
Date: 3/12/2024
General Securities Representative ExaminationCurrent Firm
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD#: 143319 / SEC#: 801-67641
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 78,053 |
| AUM (Assets Under Management) | $ 32,238,330,999 |
Red Flags
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