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William Frank Girton
Will Girton, William Girton
CRD#: 7131614
IA
B
ORION PORTFOLIO SOLUTIONS, LLCCRD#: 107975 1055 Westlakes Drive
Suite 250
Berwyn, PA 19312
Suite 250
Berwyn, PA 19312
BRINKER CAPITAL SECURITIES, LLCCRD#: 38123 1055 WESTLAKES DRIVE
SUITE 250
BERWYN, PA 19312
SUITE 250
BERWYN, PA 19312
0
Disclosures
5
Years of Experience
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State Registrations
IA
Nebraska 1/17/2023
SRO Registrations
B
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IA
Registered with this firm since 1/17/2023
B
Registered with this firm since 10/18/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/05/2022 - 01/06/2023 | Berwyn, PA | |
B | 12/10/2019 - 10/04/2021 | PHILADELPHIA, PA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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