William Campbell is a registered investment advisor at LPL Financial LLC, based in Bristol, TN, with 24 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
2406 West State Street, Bristol, TN, 37620
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as a financial advisor for Renasant Financial Services, which is a DBA for his LPL business. This takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.Broker
Edward JonesBroker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
State Registrations13 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.