William Bulmer
William Bulmer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Melville, NY, with 31 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
Melville, NY
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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 the owner of Progressive Financial Planning Services Inc., offering investment advisory services and financial plans. He dedicates about 10-20% of his time to this activity, with half of that time spent on trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Progressive Financial Planning Services INC.
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Audobon Securities, INC.Broker
J.P. Morgan Securities INC.Broker
Jefferson Pilot Securities CorporationBroker
Cadaret, Grant & CO., INC.Broker
Cadaret, Grant & CO., INC.Broker
E. F. Hutton & Company INCBroker
State Registrations27 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.