William Hazel
William Hazel is a registered investment advisor at LPL Financial LLC, based in Lakewood Ranch, FL, with 22 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
Lakewood Ranch, FL
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Regulatory History (1)
Regulatory
September 2022Other Business Activities
William is involved in real estate rental in Miamisburg, Ohio, since 2001. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Cedar Wealth Management
Eubel Brady & Suttman Asset Management INC
State Registrations2 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.