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William E
Series 66
Lewis Center, OH
SPC
William Elger is a financial advisor with SPC, holding a Series 66 credential and 19 years of industry experience. His prior affiliations include Arbor Point Advisors, Securities America, Equity Services, and National Life Group. He is also licensed as an insurance agent, conducting insurance sales through various companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice delivered at the advisor level through multiple account programs.
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