William H. Sharpe
Professional summary
William Hunter Sharpe II, who also goes by Bill Sharpe II, Bill Sharpe Jr, William Sharpe Ii, William Sharpe Jr, William Hunter Sharpe, is a registered financial advisor currently at DALLAS FINANCIAL PLANNING LLC located in Dallas, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Hunter Sharpe II's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2026 - Present
DALLAS FINANCIAL PLANNING LLC
Office #1: 18383 Preston Road #202, Dallas, TX 75252February 9, 2019 - August 20, 2024
WOODMEN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2026)
Exams
Series 6TO
Date: 2/9/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
DALLAS FINANCIAL PLANNING LLC
CRD#: 338591 / SEC#:
Contact information
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.
Company Information
DALLAS FINANCIAL PLANNING LLC
CRD#: 338591Dallas, TX 75252TRUST BUT VERIFY
Monitor William Sharpe
Get automatic monthly alerts on:
