William Lillwitz is a CFP-designated registered investment advisor, based in Skokie, IL, with 29 years of industry experience.
Location
5202 Old Orchard Road, Suite 250, Skokie, IL, 60077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a FINRA arbitrator since 2016 and spends minimal time on it. He is also involved with Lillwitz Financial, LLC and Uhlmann Investment Management LLC, dedicating minimal time to each.
Employment History
Current Registrations
Uhlmann Investment Management, L.L.C.
Uhlmann Price Securities, LLCBroker
Previous Registrations
Forest Securities,inc.Broker
Avellino Financial Advisors, INC.
Forest Securities,inc.Broker
Tradestation Securities, INC.Broker
Edward JonesBroker
Lasalle Capital, L.L.C.Broker
Melvin Securities, L.L.C.Broker
Melvin Specialists, L.L.C.Broker
Melvin Securities, L.L.C.Broker
Invest Financial CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.