William French
William French is a registered investment advisor at LPL Financial LLC, based in Shreveport, LA, with 18 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
7607 Fern Ave Ste 703, Shreveport, LA, 71105
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2019Customer Dispute
March 2010Other Business Activities
William is associated with French Investment Advisors, LLC as a business entity for tax/investment purposes since 2018, dedicating full-time hours. He also uses French Investment Advisors as a DBA for LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Goss Wealth Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations11 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.