William Huddleston is a registered investment advisor at LPL Financial LLC, based in Alexandria, LA, with 26 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
5448 Provine Place, Suite B, Alexandria, LA, 71303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates Huddleston Smith Wealth Management as a DBA for his LPL business. He also co-owns BS&DH Holdings LLC (for tax/investment purposes and real estate rental), is CFO of Infenergy, LLC, and sole owner of Huddleston Renewable Energy, LLC, dedicating minimal time to each of these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Morgan Keegan & Company, INC.Broker
Banc One Securities CorporationBroker
State Registrations10 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.