William Brooksby
William Brooksby is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Victorville, CA, with 13 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
12421 Hesperia Road Suite 8, Victorville, CA, 92395
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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 is the owner of Brooksby Financial Services, where he focuses on client service, business operations, and compliance. He also sells fixed annuities, life/health, and long-term care insurance, and provides securities and investment advisory services, dedicating full-time hours to these activities.