William J. Aldrich
Professional summary
William Joseph Aldrich, who also goes by Bill Joseph Aldrich, Billy Joseph Aldrich, was a registered financial advisor .
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 31, 2026 - Present
Office #1: 10120 South Eastern Ave, Suite 200, Henderson, NV 89052
January 5, 2018 - August 28, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
January 2, 2018 - August 28, 2026
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 21, 2016 - January 4, 2018
WOODBURY FINANCIAL SERVICES, INC.
November 5, 2014 - January 4, 2018
WOODBURY FINANCIAL SERVICES, INC.
November 19, 2013 - June 16, 2014
WEDBUSH SECURITIES INC.
October 28, 2013 - June 16, 2014
WEDBUSH SECURITIES INC.
August 1, 2008 - March 4, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
July 16, 2008 - March 4, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
October 29, 2007 - May 19, 2008
JACKSON KOHLE & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2026)
Exams
Current firm
No current employment
Red Flags
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