UBS Financial Services
47yrs
Top advisor by experience in Greensboro
3yrs
William E Davis
Financial advisor at LPL Enterprise
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office5587 Garden Village Way Suite E, Greensboro, NC 27410
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Apr 2024 – Nov 2024Pruco Securities, Llc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call LPL Enterprise at 704-733-3300 and ask for William E Davis. William works from the Greensboro, NC office.
How long has William been a financial advisor?
William has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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