William Fence is a registered investment advisor at LPL Financial LLC, based in Whiting, NJ, 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
550 Rt 530 Suite 4, Whiting, NJ, 08759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates Fence Financial LLC as a DBA for his LPL business and Fence Financial Tax Services LLC for tax and investment purposes. He also provides tax preparation and accounting services, works as a notary, and owns rental real estate, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations13 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.