Lpl Financial LLC
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About this Advisor
William Allred is an investment advisor located in Carlsbad, California. Currently a registered advisor at Lpl Financial LLC, Allred has 11 years of work experience in the financial advisory industry. Allred holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Allred can work with customers in California. During their career, Allred has held roles at Unionbanc Investment Services and Lpl Financial. Lpl Financial LLC is located in Carlsbad, California, and operates out of 9,519 additional offices in the country. As an advisory firm, Lpl Financial LLC manages $159 billion in assets throughout 786,525 client accounts and employs more than 22,790 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 774,496 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 27% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC offers 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
William Allred Work History
William has 12 years of experience.
Unionbanc Investment Services
William Allred has no disclosures.
Please visit their SEC profile for more details.
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