William Adams is a registered investment advisor at LPL Financial LLC, based in Lawrenceville, GA, 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
1505 Lakes Pkwy Ste 100, Lawrenceville, GA, 30043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates several businesses, including a mobile DJ service (Press Play Productions) since 2014, which takes about 10-20% of his time. He also hosts a YouTube show called "Is It News?" and operates under the DBAs Members Financial Services, PenFed Wealth Management, and Peach State Investment Services for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cetera Advisors LLCBroker
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations9 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.