William Hall
William Hall is a registered investment advisor at LPL Financial LLC, based in Alexandria, VA, with 25 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
228 S Washington St, Ste 120, Alexandria, VA, 22314
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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 sells non-variable insurance, dedicating minimal time to it. He also owns rental real estate, including a single-family rental and an office condominium through MAON Properties, LLC, spending minimal time on these activities. Finally, William operates Hall Wealth Management Group as a DBA for his LPL business, dedicating more than full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations24 states
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