Lpl Financial LLC
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About this Advisor
William Nagle is a financial advisor working in Carlsbad, California, with a total of 13 years of work experience. Nagle is an advisor for Lpl Financial LLC. They have spent their complete time as a financial advisor at Lpl Financial Llc. Nagle maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in California. Lpl Financial LLC is an advisory company operating out of Carlsbad, California. The company has offices in 9,519 locations and a total of 22,790 financial advisors. It handles $159 billion in assets among its 786,525 accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 1,809 charities and foundations. Of its 786,525 accounts, 27% are held by high-net-worth investors who have more than $1 million in assets available to invest. Lpl Financial LLC has a number of services, including 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. Fees charged by financial advisors depend on which services are offered. Fees billed by Lpl Financial LLC most likely consist of 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 14 years of experience.
Linsco/ Private Ledger Corp
William Nagle has no disclosures.
Please visit their SEC profile for more details.
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