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ChFC
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ChFC

William Feudale

LPL Financial LLC
32 Years of Experience
Hazleton, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Feudale is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Hazleton, PA, with 32 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. 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
28221 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

8 W. Broad St, Ste 918, Hazleton, PA, 18201

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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.

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Other Business ActivitiesSells Insurance

William is a self proprietor of Feudale Financial Services, LLC, an insurance agency, since 2017, spending about half his time on it. He sells term, whole, universal, disability, and long-term care insurance.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
May 2017 - February 2018 · 9 mos
Invest Financial CorporationBroker
May 2017 - February 2018 · 9 mos
Sagepoint Financial, INC.
November 2013 - June 2017 · 3 yrs 7 mos
Sagepoint Financial, INC.Broker
November 2013 - June 2017 · 3 yrs 7 mos
First Savings Financial Services, INC.
December 2009 - February 2013 · 3 yrs 2 mos
Amp Asset Management, INC.
January 2009 - December 2009 · 11 mos
First Savings Securities, INC.Broker
January 2009 - February 2013 · 4 yrs 1 mo
Metlife Securities INC.
August 2007 - January 2009 · 1 yr 5 mos
Metlife Securities INC.Broker
March 2003 - January 2009 · 5 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
March 2003 - July 2007 · 4 yrs 4 mos
M Holdings Securities, INC.Broker
January 2002 - February 2003 · 1 yr 1 mo
Papalia Financial Services INC.
January 2000 - October 2003 · 3 yrs 9 mos
Royal Alliance Associates, INC.Broker
June 1995 - January 2002 · 6 yrs 7 mos
Pml Securities CompanyBroker
September 1994 - June 1995 · 9 mos
Pruco Securities CorporationBroker
March 1993 - September 1994 · 1 yr 6 mos
State Registrations4 states
CAFLNJPA
AdvisorBrokerBoth

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.
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