William Colvett
William Colvett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lake Orion, MI, with 22 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
Lake Orion, MI
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2009Other Business ActivitiesSells Insurance
William operates Indianwood Financial as a DBA for his LPL business, dedicating full-time hours to it. He also works with Orion Tax Group providing tax preparation and accounting services for about 10-20% of his time, and sells non-variable insurance through Indianwood Financial for minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Fintegra, LLC
Fintegra Financial Solutions
Fintegra, LLCBroker
Brokers International Financial Services, LLC.Broker
Money Concepts Capital CORPBroker
Usallianz Securities, INC.Broker
Mtl Equity Products, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations3 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.