William Stracener
William Stracener is a registered investment advisor at LPL Financial LLC, based in Lafayette, LA, with 25 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1201 Camellia Blvd Suite 213, Lafayette, LA, 70508
Get directionsHistory
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.
Exams
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