Lpl Financial LLC
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About this Advisor
William Allred is a financial advisor in Carlsbad, California. Currently a registered financial advisor at Lpl Financial LLC, they have accrued 10 years of professional experience. Allred holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Allred can work with investors in California. Over the course of their career, they have held roles at Unionbanc Investment Services and Lpl Financial. Lpl Financial LLC is headquartered in Carlsbad, California, and operates out of 8,011 other locations in the country. In aggregate, Lpl Financial LLC manages $153 billion in assets dispersed across 680,466 client accounts and employs more than 22,703 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can provide 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 may charge clients 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 10 years of experience.
Unionbanc Investment Services
William Allred has no disclosures.
Please visit their SEC profile for more details.