William Anastas is a registered investment advisor at LPL Financial LLC, based in Los Alamitos, CA, with 36 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
5182 Katella Ave Ste 103B, Los Alamitos, CA, 90720
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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.
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William is involved in tax preparation, accounting, and CPA services through William F Anastas, EA, Inc., dedicating full-time hours to this. He also owns rental real estate property, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
American General Securities IncorporatedBroker
Sunamerica Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Transamerica Financial Resources, INC.Broker
Advantage Capital CorporationBroker
State Registrations23 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.