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William L

Series 65, Series 63

Spartanburg, SC

First Citizens Investor Services, Inc.

William Lanford is a financial advisor with First Citizens Investor Services, Inc. in Spartanburg, SC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes nine years at Lanford Consulting and multiple roles within First Citizens Bank and First Citizens Investor Services dating back to 2019. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm emphasizes a client process led by investment advisory representatives that includes comprehensive financial assessments and diversified portfolio management through various strategies and platforms.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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