William Hawkins
William Hawkins is a registered investment advisor at LPL Financial LLC, based in Pittsburg, CA, with 32 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
Pittsburg, CA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2014Other Business ActivitiesSells Insurance
William operates Woodside Financial Partners as a DBA for his LPL business and as a registered investment advisor. He also receives trails on two medical plans written prior to joining LPL and is an IAR for Global Retirement Partners.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
Financial Telesis, INC.
Financial Telesis INCBroker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
Cigna Financial Advisors,inc.Broker
Cigna Capital Brokerage, INC.Broker
State Registrations3 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.