William Selig
William Selig is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 16 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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 is a board member for a non-profit, a sales consultant selling Medicare/Medicaid supplements, a salesperson for AFLAC selling disability insurance, and an owner/consultant for Social Security Planners LLC. He also works as an investment advisor for CP Capital Management LLC, dedicating a few hours per week to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Key Investment Services LLCBroker
Cantor Fitzgerald & CO.Broker
Lehman Brothers INC.Broker
Instinet, LLCBroker
Bloomberg Tradebook LLCBroker
Prebon Financial Products INC.Broker
State Registrations5 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.