William Powers
William Powers is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 43 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
33 Bloomfield Hills Pkw, Ste 275, Bloomfield Hills, MI, 48304
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Regulatory History (1)
Customer Dispute
April 1996Other Business ActivitiesSells Insurance
William owns rental real estate and is a board member for Hedgehog Health, dedicating minimal time to each. He also operates Powers Financial Resources LLC, which includes non-variable insurance sales, and Wesie Powers LLC for tax/investment purposes, and acts in a fiduciary capacity for Wendy W. Powers 2021 Irrevocable.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Vestax Securities CorporationBroker
Financial Integration Services, INC.Broker
Thomas N. Burnham Securities CompanyBroker
E.I. Sales, INC.Broker
State Registrations8 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.