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CFP

William Reiner

LPL Financial LLC
31 Years of Experience
Doylestown, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Reiner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Doylestown, PA, with 31 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
—
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Location

169 N Broad Street, Doylestown, PA, 18901

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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 operates under Reiner Financial Group and Gladstone Wealth Partners as DBAs for his LPL business, dedicating minimal time to Reiner Financial Group and full-time hours to Gladstone Wealth Partners. He also works as an agent selling term and universal life insurance through Book of Brokers and is involved in real estate rental through Broad & Union, LLC, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 11 mos
LPL Financial LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
April 2005 - November 2021 · 16 yrs 7 mos
Cambridge Investment Research Advisors, INC.
April 2005 - November 2021 · 16 yrs 7 mos
American Express Financial Advisors, INC.
August 2003 - April 2005 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
May 1995 - April 2005 · 9 yrs 11 mos
Ids Life Insurance CompanyBroker
May 1995 - April 2005 · 9 yrs 11 mos
State Registrations15 states
CADEFLGAIAINMDNCNHNJOHPASCTXVA
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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