William
Wilcox
Lpl Financial LLC
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About this Advisor
William Wilcox is a financial advisor based in Rome, Georgia with 5 years of relevant experience. Wilcox is on the advisory team at Lpl Financial LLC. The advisor has gained experience at Transamerica Financial Advisors, Inc, Belleair Wealth Management, LLC, Usaa Financial Planning Services, Usaa Financial Advisors, Inc, Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, United Community Bank and Lpl Financial LLC. Wilcox holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Lpl Financial LLC is an advisory company based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 employees. It handles $368 billion in assets under management among its 1,688,501 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company performs a diverse array of services, such as 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 for financial management largely are based on which services are offered. However, fees billed by Lpl Financial LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Wilcox Work History
William has been registered as a financial advisor for 5 years.*
United Community Bank
Lpl Financial LLC
Usaa Financial Planning Services
Usaa Financial Advisors, Inc
Regions Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Belleair Wealth Management, LLC
Transamerica Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Wilcox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Menomonee Falls, WI
North Reading, MA
Kingston, NY
Fort Mill, SC
Sarasota, FL
Charlotte, NC
Fort Madison, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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