William
Day

Lpl Financial LLC

CRD#7083330
Investment Advisor
in Warsaw, IN

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About this Advisor

William Day is a financial advisor based in Warsaw, Indiana, working with Lpl Financial LLC. William has previously held positions at Woodlan Hospital, Community Howard Regional Health, Advanced Imaging Solutions, Lpl Financial LLC, and Alderfer Bergen And Co. William has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, William is part of Lpl Financial LLC, which operates out of Warsaw, Indiana. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

Office Location

122 W Market St
Warsaw, IN 46580-2812

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

IN Average: $646,059,043
Total Number of Employees

35,841

IN Average: 13
Total Number of Accounts

1,910,545

IN Average: 661
Average Account Size

$242,588

IN Average: $977,396

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 Day Work History

2019 - Present (5 years)

Lpl Financial LLC

2019 - Present (5 years)

Alderfer Bergen And Co

2012 - Present (12 years)

Woodlan Hospital

2015 - 2019 (4 years)

Advanced Imaging Solutions

2013 - 2016 (3 years)

Community Howard Regional Health

Disclosures

Please visit the SEC profile of William Day 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

Eric Matthews
Fort Mill, SC
Jimmy Maldonado
Valencia, CA
Sima Alefi
San Diego, CA
Mary Twigg
Cumberland, VA
David Doane
Bingham, ME
Marcus Burns
Brownsburg, IN
Patricia Quimby
Victor, ID
Brian Cussimanio
Lyndonville, VT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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