William Carlisle
William Carlisle has a broad range of experience in the Financial services industry. He joined Luminous Financial Group in July of 2018 and has been registered in the Financial services industry since 2011. Prior to joining Luminous, William was a Securities Sales Supervisor for Merrill Lynch.
What made William want to take the next step in joining Luminous is the fact that he wants ultimate flexibility in order to provide the absolute best products and services available to his clients. Through William’s partnership with both Luminous FG and Cambridge, he is able to choose from the largest selection of products and services in order to bring maximum value to his clients. His main goal is to create tailored financial plans that can increase wealth, reduce unnecessary taxes, and allow his clients to reach their goals for their themselves and their families.
William is originally from Fairfield, IA and graduated with a Degree in Political Science from San Francisco State University. In his free time William is an avid golfer, hiker, and basketball player. He also has two beautiful children that motivate him to live up to his full potential.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC, to residents of: AL, AZ, CA, DE, FL, IL,IN, IA, LA, MA, NJ, OH, WA, WI. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Luminous Financial Group LLC are not affiliated.
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