William Blanchette

Employer firm

Focus Advisor Solutions, LLC CRD 143319

$41.5B regulatory AUM 1,716 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2015 → 04/2017
  Fidelity Brokerage Services Llc
  Campbell, CA
• 10/2018 → 09/2020
  Foreside Financial Services, Llc
  San Jose, CA
• 06/2017 → 11/2018
  Loring Ward Holdings, Inc
  San Jose, CA
• 10/2018 → 11/2018
  Loring Ward Financial Inc
  San Jose, CA
• 12/2018 → Present
  Buckingham Strategic Partners
  Clayton, MO

Previous Registrations

• 2017-06-22 → 2018-12-14
  Lwi Financial Inc.
  San Jose, CA
• 2008-03-25 → 2017-05-05
  Strategic Advisers Llc
  Merrimack, NH
  Campbell, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22
• S63 Uniform Securities Agent State Law Examination
  2006-07-14

Designations

• Certified Financial Planner

Other Names

• William C Blanchette
• William Christopher Blanchette