William Fahey is a registered investment advisor at LPL Financial LLC, based in Kamas, UT, with 50 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
Kamas, UT
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Regulatory History (1)
Customer Dispute
September 1989Other Business Activities
William owns rental real estate property since 1983, dedicating minimal time. He also operates Fahey Investment Planning, LLC as a DBA for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Global Brokerage Services, INC.Broker
H. Beck, INC.Broker
Ifg Network Securities, INC.Broker
Derand/pennington/bass, INC.Broker
State Registrations9 states
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.