William Bollinger
William Bollinger is a registered investment advisor at LPL Financial LLC, based in South Bend, IN, 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
2025 Edison Rd Ste A, South Bend, IN, 46637
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Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
November 2008Other Business ActivitiesSells Insurance
William is involved in several investment-related activities, including DBAs for LPL business and Mission Investment Services, dedicating a significant amount of time to these endeavors. He also works as a bookkeeper for Karing Hearts Senior In-Home Care and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Raymond James Financial Services, INC.Broker
Banc One Securities CorporationBroker
State Registrations37 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.