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William Magill

LPL Financial LLC
8 Years of Experience
Huntersville, NC
1 DisclosureBroker
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William Magill is a registered investment advisor at LPL Financial LLC, based in Huntersville, NC, with 8 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
—
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Location

Huntersville, NC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William operates under several DBAs for his LPL business, including Harpeth Wealth Partners, Private Advisor Group, and EPM financial. He also works as a driver for Uber and has outside employment at Primal Brewery, dedicating about a quarter of his time to the brewery.

Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 9 mos
Private Advisor Group, LLC
January 2023 - Present · 3 yrs 9 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Edward Jones
April 2018 - January 2023 · 4 yrs 9 mos
Edward JonesBroker
March 2018 - January 2023 · 4 yrs 10 mos
State Registrations8 states
INMINCOHORTNTXWI
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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