Unclaimed Profile

William James Mortimer

SOLIDARITY WEALTH, LLC·LEHI, Utah

SIE, Series 7, Series 63, Series 66Clean record18 years registeredSOLIDARITY WEALTH, LLC

3600 N OUTLET PARKWAY, LEHI, UT 84043CRD# 5078207Firm CRD# 315843

Profile Verification

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

Identity

William James Mortimer · LEHI, UT

Registration

CRD #5078207 · SOLIDARITY WEALTH, LLC · 18 years registered

Brand Profile

Not yet started

Career History

SOLIDARITY CAPITAL MANAGEMENT, LLC

Feb 2023 – present

SOLIDARITY WEALTH, LLC

Oct 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

Jan 2011 – Oct 2021

SANDY, UT

WELLS FARGO INVESTMENTS, LLC

Apr 2010 – Jan 2011

SALT LAKE CITY, UT

WELLS FARGO INVESTMENTS, LLC

Aug 2007 – Feb 2010

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 28, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOLIDARITY WEALTH, LLC

CRD 315843 · SEC 801-122536

AUM

$522M

Regulatory assets under management

Employees

556 client accounts

Services offered by SOLIDARITY WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOLIDARITY WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does William James Mortimer offer?

William James Mortimer specializes in Financial Planning, Investment Management. Contact their office in LEHI, Utah for a consultation.

What are William James Mortimer's credentials?

William James Mortimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William James Mortimer located?

William James Mortimer is based in LEHI, Utah, working with SOLIDARITY WEALTH, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.

How does William James Mortimer charge for services?

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

How large is SOLIDARITY WEALTH, LLC?

SOLIDARITY WEALTH, LLC has approximately 15 employees and manages $522M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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