Unclaimed Profile

William Christopher Strafford

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana

SIE, Series 3, Series 4, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record24 years registered1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 1841591Firm CRD# 111331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Christopher Strafford · SOUTH BEND, IN

Registration

CRD #1841591 · 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2011 – present

UVEST FINANCIAL SERVICES GROUP, INC.

Jan 2006 – Jul 2011

SOUTH BEND, IN

NATCITY INVESTMENTS, INC.

Dec 2001 – Dec 2005

MUNSTER, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · December 20, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

CRD 111331 · SEC 801-60100

AUM

$3.5B

Regulatory assets under management

Employees

1 client accounts

Services offered by 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.

Per Form ADV

Selection of other advisers

Other

View all advisors at 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does William Christopher Strafford offer?

William Christopher Strafford specializes in Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.

What are William Christopher Strafford's credentials?

William Christopher Strafford holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Christopher Strafford located?

William Christopher Strafford is based in SOUTH BEND, Indiana, working with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.

How does William Christopher Strafford charge for services?

William Christopher Strafford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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