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CFP
WG
CFP

William Geiler

LPL Financial LLC
24 Years of Experience
Dallas, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Geiler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 24 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14180 North Dallas Pkwy, Suite 425, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William is an investment advisor representative with Spectrum Strategies, LLC, dedicating full-time hours to financial planning. He also owns rental property and helps clients obtain insurance policies, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
June 2026 - Present · 4 mos
Spectrum Strategies, L.L.C.
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
Spectrum Strategies, L.L.C.
July 2004 - December 2006 · 2 yrs 5 mos
MML Investors Services, LLC
June 2004 - June 2026 · 22 yrs
MML Investors Services, LLCBroker
May 2004 - June 2026 · 22 yrs 1 mo
Fidelity Brokerage Services LLCBroker
July 2000 - September 2002 · 2 yrs 2 mos
State Registrations31 states
ALARAZCACOCTDCFLGAHIIAILINKSKYMAMDMIMOMTNJNMNYOHOKORPASCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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