William
Rownd

Lpl Financial LLC

CRD#5272624
Investment Advisor
in Cabot, AR

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About this Advisor

William Rownd is a financial advisor based in Cabot, Arkansas, working with Lpl Financial LLC. William has previously held positions at J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Lpl Financial LLC, and Rownd Asset Management. William has passed the Series 66 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, William is part of Lpl Financial LLC, which operates out of Cabot, Arkansas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

11 Prospect Ct
Cabot, AR 72023

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

AR Average: $646,059,043
Total Number of Employees

35,841

AR Average: 13
Total Number of Accounts

1,910,545

AR Average: 661
Average Account Size

$242,588

AR Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

William Rownd Work History

2022 - Present (2 years)

Lpl Financial LLC

2010 - Present (14 years)

Rownd Asset Management

2010 - 2022 (12 years)

J.W. Cole Financial, Inc

2010 - 2022 (12 years)

J.W. Cole Advisors, Inc

Disclosures

Please visit the SEC profile of William Rownd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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