William Blanchette
Investment adviser representative at Focus Advisor Solutions, LLC
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$41.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Focus Advisor Solutions, LLCDec 2018 to now
- Buckingham Strategic PartnersDec 2018 to now
- Foreside Financial Services, LLCOct 2018 to Sep 2020
- Loring Ward Financial IncOct 2018 to Nov 2018
- Loring Ward Holdings, IncJun 2017 to Nov 2018
- Fidelity Brokerage Services LLCApr 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Advisor Solutions, LLC
$41.5BAssets managed
35,101Clients
31Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5128798
- Firm CRD
- 143319