WJ
WJ

William Jeter

40 Years of Experience
Little Rock, AR
BrokerSells Insurance

William Jeter is a registered investment advisor at LPL Financial LLC, based in Little Rock, AR, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2300 Cottondale Ln Ste 175, Little Rock, AR, 72202-2031

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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 a part owner of a farm with his spouse, spends minimal time on a dog kennel business, and is a singer-songwriter dedicating about 10-20% of his time. He also sells non-variable insurance, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
November 2008 - Present · 17 yrs 6 mos
LPL Financial LLC
November 2008 - Present · 17 yrs 6 mos
LPL Financial LLCBroker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
August 2001 - November 2008 · 7 yrs 3 mos
UBS Financial Services INC.Broker
August 2001 - November 2008 · 7 yrs 3 mos
Salomon Smith Barney INC.Broker
July 1993 - August 2001 · 8 yrs 1 mo
Lehman Brothers INC.Broker
July 1985 - July 1993 · 8 yrs
State Registrations31 states
ALARCACODCFLGAIAILINKSKYLAMDMIMNMOMSNCNMNVNYOHOKORPASCTNTXVAWY
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.
William Jeter - Financial Advisor | TrueAdvisor