William Marley
William Marley is a registered investment advisor at LPL Financial LLC, based in Mckinney, TX, 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
6401 Eldorado Pkwy Ste 336, Mckinney, TX, 75070
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William operates his LPL business through Life Path Wealth Advisors, dedicating full-time hours to it. He is also an agent with LTCI Partners, selling non-variable insurance, which takes minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Frost Brokerage Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations23 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.