William
Day
Lpl Financial LLC
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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
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
Lpl Financial LLC
Alderfer Bergen And Co
Woodlan Hospital
Advanced Imaging Solutions
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.
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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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