William Hengerer
William Hengerer is a registered investment advisor at LPL Financial LLC, based in Lynchburg, VA, with 27 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
311 Rivermont Ave, Ste 1, Lynchburg, VA, 24504
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
William operates James River Private Wealth as a DBA for his LPL business, dedicating a few hours per week, and works as a Resort Sommelier at Primland Resort for minimal time. He also has a business entity for tax/investment purposes and owns Peony Properties, LLC for real estate rental, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations20 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.