William Mcdonald is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 27 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
6101 Carnegie Blvd, Suite 200, Charlotte, NC, 28209
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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 Activities
William is employed at Central Piedmont Community College. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
LPL Financial LLCBroker
LPL Financial LLC
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B Hilliard, W.L. Lyons, LLCBroker
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
H&r Block Financial Advisors, INC.Broker
Summit Brokerage Services, INC.Broker
Mony Securities CorporationBroker
The Advisors Group, INC.Broker
State Registrations8 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.
Exams
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