William
Allred

Lpl Financial LLC

CRD#4039140
Investment Advisor
in Carlsbad, CA

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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

Series 63, Series 65

Years of Experience

12 years

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

Disclosures

No

Office Location

7630 Via Campanile Suite 138
Carlsbad, CA 92009

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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
  • Other

William Allred Work History

William has 12 years of experience.

2014 - Present (6 years)

Lpl Financial

2008 - 2014 (6 years)

Unionbanc Investment Services

Disclosures

William Allred has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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