WB
WB

William Blyth

51 Years of Experience
Chicago, IL
Broker

William Blyth is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 51 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3808 N Central Avenue, Chicago, IL, 60634

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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 Activities

William operates Blyth & Associates Inc. as a DBA for his LPL business. He dedicates 100% of his time to this investment-related activity.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2020 - Present · 6 yrs 1 mo
LPL Financial LLC
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Blyth & Associates, INC.
January 2002 - April 2020 · 18 yrs 3 mos
Securities America, INC.Broker
August 1994 - March 2020 · 25 yrs 7 mos
Cg Equity Sales CompanyBroker
June 1979 - November 1979 · 5 mos
Travelers Equities Sales, INC.Broker
May 1979 - July 1988 · 9 yrs 2 mos
Peb Financial Group, INC.Broker
November 1978 - September 1994 · 15 yrs 10 mos
Intangible Marketing, INC.Broker
June 1977 - November 1978 · 1 yr 5 mos
The Variable Annuity Marketing CompanyBroker
January 1975 - June 1977 · 2 yrs 5 mos
State Registrations33 states
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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.