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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Eagle Point Investment Advisors, Inc. 3 years, 11 months Oct 2012 - Present
LPL Financial LLC 19 years, 6 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
Are You
William D Haddad?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by William Haddad

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 2, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 3, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Assets

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Fees

Types of Compensation Arrangements

  • Hourly Charges
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