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William D Haddad

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Other Names: Bill Haddad, William Haddad
Additional Firm:
Type: SEC and FINRA Registered

William Haddad is a financial professional at Eagle Point Investment Advisors, Inc., based in Bedford, NH. William is also registered with LPL Financial LLC, a broker-dealer with over 18,100 registered representatives nationwide. William has held an industry securities registration for 18 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Eagle Point Investment Advisors, Inc. 3 years, 1 month Oct 2012 - Present
LPL Financial LLC 18 years, 9 months Mar 1997 - Present
Eldridge Investment Advisors 15 years, 7 months Mar 1997 - Oct 2012
Stephen Eldridge & Co. 16 years, 1 month Sep 1996 - Oct 2012
ExamSeriesPassed Date
Futures Managed Funds ExaminationSeries 31 05/23/2003
Uniform Investment Adviser Law ExaminationSeries 65 03/25/1997
Uniform Securities Agent State Law ExaminationSeries 63 03/04/1997
General Securities Representative ExaminationSeries 7 02/04/1997

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

William D Haddad has not answered any questions on Financial Q&A.

Top Articles

William D Haddad has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

1 Customer Dispute

1 Customer Dispute

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Hourly Charges