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ChFC

William Griggers

LPL Financial LLC
43 Years of Experience
Warner Robins, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Griggers is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Warner Robins, GA, with 43 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

314 Corder Road, Warner Robins, GA, 31088

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William is involved with Griggers Financial Services, LLC and Griggers Wealth Management. He also engages in non-variable insurance activities, but dedicates minimal time to these endeavors.

Employment History
Current Registrations
LPL Financial LLC
March 2003 - Present · 23 yrs 7 mos
LPL Financial LLCBroker
December 2000 - Present · 25 yrs 10 mos
Previous Registrations
Bb&t Investment Services, INC.Broker
June 2000 - December 2000 · 6 mos
Primevest Financial Services, INC.Broker
January 1998 - July 2000 · 2 yrs 6 mos
Capital Brokerage CorporationBroker
December 1997 - January 1998 · 1 mo
Capital Brokerage CorporationBroker
May 1995 - December 1997 · 2 yrs 7 mos
Laughlin Group Advisors, INC.Broker
October 1993 - May 1995 · 1 yr 7 mos
Pruco Securities CorporationBroker
May 1983 - October 1993 · 10 yrs 5 mos
State Registrations31 states
AKALARAZCACOCTDEFLGAILLAMAMEMIMNMSMTNCNDNENJNMNYOHOKPASCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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