William Reilly
William Reilly is a registered investment advisor at LPL Financial LLC, based in Roswell, GA, with 30 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
301 Macy Drive, Roswell, GA, 30076
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2024Customer Dispute
October 2004Other Business Activities
William operates under Reilly Financial Group as a DBA for his LPL business. This investment-related activity takes about a quarter of his time, including a few hours per week during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations19 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.