William Lusby is a registered investment advisor at LPL Financial LLC, based in Gresham, OR, with 19 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
950 NW Eastman Pkwy, Gresham, OR, 97030
Get directionsHistory
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 Activities
William operates under the DBA Unitus Financial Advisors for his LPL business. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
MML Investors Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations22 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.