William Cooney is a registered investment advisor at LPL Financial LLC, based in Media, PA, with 35 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
600 N Jackson St Ste 305, Media, PA, 19063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates his LPL business under the DBA Bestvest Investments LTD. This activity takes him full-time hours each month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bestvest Investments, LTD.Broker
First Liberty Investment Group, INC.Broker
Janney Montgomery Scott INC.Broker
State Registrations35 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.