William Hurley
William Hurley is a registered investment advisor at LPL Financial LLC, based in Pike Road, AL, 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
65-A Scotia Drive, Pike Road, AL, 36064
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells individual or group health insurance for Golden Rule Insurance Co, dedicating minimal time to this activity. He is also the President of Isaiah's Legacy, a charitable organization, and spends minimal time assisting with fundraising and administration. William's LPL business operates under the DBA Legacy Advisors, Inc., taking nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Legacy Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations28 states
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