William Gibbons
William Gibbons is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Bedford, NH, with 38 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
43 Constitution Dr., Bedford, NH, 03110
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Regulatory History (1)
Criminal
August 1968Other Business ActivitiesSells Insurance
William sells health, long-term care, and term life insurance through Concepts in Benefits, and non-variable insurance products based on client needs. He also provides financial planning services for a fixed or hourly fee through Northeast Planning Associates, Inc., where he also operates under a DBA; each of these activities takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Northeast Planning Associates, INC.
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations5 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.