William J. Lachance

WJL FINANCIAL ADVISORS

Morris Plains, NJ

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CRD#: 6268637

Professional summary

William John Lachance, CFP®, who also goes by Bill Lachance, is a registered financial advisor currently at WJL FINANCIAL ADVISORS located in Morris Plains, New Jersey.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Lachance

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.

Name - William LaChance Business - Insurance Agent Address 13 Higbie Way Morris Plains NJ 07950 Sole Proprietor Started 7/14/2015 Approximately ten hours per month Approximately ten hours per month during securities trading hours Duties involve selling health and life insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Lachance'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 24, 2014 - Present

WJL FINANCIAL ADVISORS

RIA

CRD#: 169711

Morris Plains, NJ

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

Florida
(10/17/2023)

IAR

Maryland
(5/15/2023)

IAR

Minnesota
(3/3/2014)

IAR

New Jersey
(1/24/2014)

IAR

New York
(4/26/2023)

IAR

Pennsylvania
(8/4/2022)

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: 12/3/2013

Uniform Investment Adviser Law Examination

Current Firm

WJL FINANCIAL ADVISORS

WJL FINANCIAL ADVISORS | WJL FINANCIAL ADVISORS, LLC

CRD#: 169711 / SEC#:

Connecticut

Registered Investment Advisory firm - (10/25/2017 Approved)

Florida

Registered Investment Advisory firm - (10/17/2023 Approved)

Maryland

Registered Investment Advisory firm - (5/15/2023 Approved)

Minnesota

Registered Investment Advisory firm - (3/3/2014 Approved)

New Jersey

Registered Investment Advisory firm - (1/24/2014 Approved)

New York

Registered Investment Advisory firm - (4/26/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/4/2022 Approved)

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Contact information

Main Address

Morris Plains, NJ

Mailing Address

Phone number

(973) 216-8748

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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William J. Lachance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Lachance's CRS (Customer Relationship Summary).

Certified licenses

Experience

WJL FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2013

Current Firm

WJL FINANCIAL ADVISORS

Contact information

Documents

Red Flags

Company Information

WJL FINANCIAL ADVISORS

TRUST BUT VERIFY

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