William Menzies

Current Employers

Employment History

• 04/2006 → Present
  Lpl Financial Llc
  Stanwood, WA

Previous Registrations

• 2001-06-04 → 2006-04-04
  Msi Financial Services, Inc.
  Bellevue, WA

Other Businesses

(1) 04/03/2006 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - SELLING OUTSIDE FIXED INSURANCE-TERM - TIME SPENT 5%. (2) 9/27/2010 - DARRELL BRAYER INSURANCE - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - REFER CLIENTS DARRELL BRAYER INSURANCE - TIME SPENT 2%. (3) 1/13/2011 - Menzies Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (4) 05/10/2013 - EMPLOYEE EDUCATION ASSISTANCE - TEACHER - NOT INV REL - AT REPORTED BUSINESS LOCATION - EDUCATIONAL PRESENTER WITH THE NATIONAL SPEAKERS BUREAU THROUGH CLC INC. - 2% OF TIME SPENT. (5) 03/04/2015 - MENZIES FINANCIAL LLC - INSURANCE AGENCY - INV REL - AT REPORTED BUSINESS LOCATION - ACTIVY: NO - OBA START: 1/1/2012 - 10 HRS PER MONTH/10 HRS DURING TRADING. (6) 3/27/2019 - Truluma - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/27/2019 - 10 Hours Per Month During Securities Trading - Long Term Care Insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-01
• S63 Uniform Securities Agent State Law Examination
  1984-05-15