William Hege
William Hege is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winston Salem, NC, 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
1404 Plaza West Rd, Winston Salem, NC, 27103
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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 operates Hege Financial Group as a DBA for his LPL business and is involved with Hege Family Limited Partnership for tax/investment purposes. He also works as an agent for Highland Capital Brokerage and Kazsource selling non-variable insurance, spends minimal time on family business Living Swell, LLC, and operates Hege Financial as a DBA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations23 states
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