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CFP
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CFP

William Fuson

LPL Financial LLC
15 Years of Experience
Murfreesboro, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Fuson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Murfreesboro, TN, with 15 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

805 S Church St Suite 9, Murfreesboro, TN, 37130

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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 ActivitiesSells Insurance

William is an agent/broker for non-variable insurance through Ruckart Associates, Inc. D.B.A. RAI Advisors, selling life, health, disability, and long-term care insurance, as well as fixed annuities, dedicating full-time hours to this. He also works full-time for RAI Advisors and Ruckart Associates, Inc. as a DBA for LPL business.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
March 2011 - February 2018 · 6 yrs 11 mos
Invest Financial CorporationBroker
February 2011 - February 2018 · 7 yrs
State Registrations21 states
AKALCACOFLGAHIILKYMAMEMIMNMSNCNESCTNTXVAWI
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.
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