William Sturges
William Sturges is a registered investment advisor at LPL Financial LLC, based in Lexington, MA, with 29 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
1751 Massachusetts Avenue, Lexington, MA, 02420
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
William is affiliated with Digital Federal Credit Union, doing business as Digital Investment Services, as a DBA for his LPL business since 2018. This activity takes nearly full-time, with more time spent during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Strategic Advisers INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations17 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.