William Barber is a PFS-designated registered investment advisor at LPL Financial LLC, based in Richmond, VA, with 1 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
9603 Gayton Road, Ste.104, Richmond, VA, 23238
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is involved in three outside business activities. He owns BGN Holdings LLC (real estate rental), works at Barber Accounting & Advisory Services, LLC (tax prep/accounting/CPA) for about half his time, and is affiliated with Wealthridge Partners, LLC (DBA for LPL business), dedicating minimal time to each of the real estate and LPL activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Pruco Securities, LLC.Broker
State Registrations2 states
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