WB
WB

William Brigham

18 Years of Experience
Augusta, GA
Broker

William Brigham is a registered investment advisor at LPL Financial LLC, based in Augusta, GA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

7 George C Wilson Ct, Augusta, GA, 30909-6593

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William operates Queensborough Investments as a DBA for his LPL business. He also is involved with Brigham Capital & Investments LLLP, William B Brigham Irrevocable Trust, Brigham Limited Partnership (real estate rental), and Brigham Properties, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
September 2024 - Present · 1 yr 8 mos
LPL Financial LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
May 2017 - September 2024 · 7 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2017 - September 2024 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2007 - May 2017 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - May 2017 · 9 yrs 7 mos
State Registrations7 states
GANCNVPASCTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
William Brigham - Financial Advisor | TrueAdvisor