William
Nagle

Lpl Financial LLC

CRD#1232385
Investment Advisor
in Carlsbad, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 66

Years of Experience

14 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

Carlsbad, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 Nagle Work History

William has 14 years of experience.

2006 - Present (14 years)

Linsco/ Private Ledger Corp

Disclosures

William Nagle 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started