William Mcandrew
William Mcandrew is a registered investment advisor at LPL Financial LLC, based in Scranton, PA, 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
400 S Main Avenue, Scranton, PA, 18504
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2007Other Business Activities
William operates under Fidelity Asset Management Services and Fidelity Wealth Portfolios as DBAs for his LPL business. He also has a financial institution duty with Fidelity Deposit and Discount Bank, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Pfic Advisors, INC.
Pfic Securities CorporationBroker
Vision Asset Management INC
Vision Investment Services, INC.Broker
Fintegra, LLCBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Summit Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
PNC Brokerage CORPBroker
Liberty Securities CorporationBroker
State Registrations27 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.