TrueAdvisor
TrueAdvisor
WM
WM

Willilam Mclaughlin

LPL Financial LLC
33 Years of Experience
Voorhees, NJ
View SEC Summary
View SEC Summary

Willilam Mclaughlin is a registered investment advisor at LPL Financial LLC, based in Voorhees, NJ, with 33 years of industry experience. Willilam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1202 Laurel Oak Rd Ste 206, Voorhees, NJ, 08043

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
LPL Financial LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors Corporation
February 2009 - March 2024 · 15 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
February 2009 - March 2024 · 15 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
September 2000 - February 2009 · 8 yrs 5 mos
Capital Brokerage CorporationBroker
December 1997 - September 2000 · 2 yrs 9 mos
Forth Financial Securities, CorporationBroker
May 1996 - December 1997 · 1 yr 7 mos
John Hancock Distributors, INC.Broker
March 1995 - June 1996 · 1 yr 3 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1995 - June 1996 · 1 yr 3 mos
Lincoln Financial Advisors CorporationBroker
June 1993 - February 1995 · 1 yr 8 mos
The Lincoln National Life Insurance CompanyBroker
June 1993 - February 1995 · 1 yr 8 mos
New England SecuritiesBroker
April 1992 - January 1993 · 9 mos
State Registrations2 states
NJPA
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Voorhees, NJ →All financial advisors in New Jersey →