William Holladay is a registered investment advisor at LPL Financial LLC, based in Louisville, KY, with 7 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
9708 Brownsboro Rd, Louisville, KY, 40241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works for Old National Investments and Old National Wealth Advisors, both DBAs for his LPL business. He also works for Old National Bank as a Financial Advisor, Wealth Advisor, and VP, spending a few hours per week during trading hours, and owns rental real estate, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
State Registrations5 states
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