William Wilson is a registered investment advisor at LPL Financial LLC, based in Johnson City, TN, 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
119 Boone Ridge Dr, Suite 403, Johnson City, TN, 37615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates his LPL business through Crossbridge Wealth Management, spending minimal time on it. He also owns rental real estate and is a band member at Harvest Community Church, dedicating about 10-20% of his time to the church.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations9 states
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