William Judson Sokol

LPL Financial LLC

22 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

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History

Regulatory History (1)

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Customer Dispute

March 2013

Award / Judgment

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Other Business ActivitiesSells Insurance

William operates under the DBA SFG Wealth Management for his LPL business. He is also involved in non-variable insurance sales through William Sokol and Crump, dedicating a few hours per week to these activities. William spends nearly full-time working for SFG Wealth Management LLC as a Registered Investment Advisor Hybrid.