William Gullborg
William Gullborg is a registered investment advisor at LPL Financial LLC, based in Mcmurray, PA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3908 Washington Rd, Mcmurray, PA, 15317
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is involved with several non-variable insurance businesses, including Greater Beneficial Union, National Slovak Society, National Insurance Markets, and Donohue Machia Insurance Brokers, dedicating a few hours per week to each. He also operates Wealth Management Resources as a DBA for LPL Business, spending nearly full-time hours on this endeavor.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.