William Urbanik
William Urbanik is a registered investment advisor at LPL Financial LLC, based in Latrobe, PA, with 23 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
2519 Ligonier Street, Latrobe, PA, 15650
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Regulatory History (1)
Customer Dispute
September 2016Other Business ActivitiesSells Insurance
William operates under the DBA SecondHalf Coach Wealth Management for his LPL business, dedicating nearly full-time hours to it. He also has several real estate rental and development businesses, spends a few hours per week on non-variable insurance through SecondHalf Coach Wealth Management, and is a co-founder/board member of a non-profit.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
The Second Half Coach, INC.
Sunamerica Securities, INC.Broker
State Registrations24 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.