William Stracener
William Stracener is a registered investment advisor at LPL Financial LLC, based in Lafayette, LA, 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
1201 Camellia Blvd Suite 213, Lafayette, LA, 70508
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Regulatory History (1)
Customer Dispute
March 2019Other Business Activities
William operates Trace Partners Wealth Management as a DBA for his LPL business. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations4 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.