William Leffall is a CFP-designated registered investment advisor at LPL Financial LLC, based in Mckinney, TX, with 17 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
Mckinney, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates LX Parker Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also works as a musician and producer for LX Parker Productions and as a rancher for LX Parker Ranch, spending a few hours per week on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Svb Wealth
Svb Investment Services INC.Broker
Svb Investment Services INC.
Apex Clearing CorporationBroker
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 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.