Lpl Financial LLC
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About this Advisor
William Nagle is a financial advisor whose office is in Carlsbad, California. Currently an investment advisor at Lpl Financial LLC, they have gathered 12 years of work experience. Nagle maintains Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Nagle is able to advise clients in California. Nagle has worked their complete career at Lpl Financial LLC. Lpl Financial LLC is headquartered in Carlsbad, California, and operates out of 8,011 other locations across the United States. As an advisory firm, Lpl Financial LLC manages $153 billion in assets dispersed across 680,466 accounts and employs more than 22,703 people. The amount of assets the firm manages places it among the biggest 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 advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 Nagle Work History
William has 12 years of experience.
Linsco/ Private Ledger Corp
William Nagle has no disclosures.
Please visit their SEC profile for more details.