William Eric Lord

Employer firm

Pearson Financial Services CRD 130143

$885M regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → Present
  Pearson Financial Services
  Dennis, MA
• 08/2005 → Present
  Law Office Of Kathleen Fowler
  Dennis, MA

Other Businesses

1. LAW OFFICE OF KATHLEEN FOWLER, NOT INVESTMENT-RELATED, 586 MAIN STREET, DENNIS, MA 02638, POSITION-ESTATE ADMINISTRATOR, START DATE-08/2005. SPENDS APPROXIMATELY 144 HOURS PER MONTH ON THIS ACTIVITY ALL DURING SECURITIES TRADING HOURS.

Designations

• Chartered Financial Analyst

Other Names

• Bill Lord