William
Clinton
Lpl Financial LLC
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About this Advisor
William Clinton is a certified financial planner who works out of Chester, New Jersey, who has 1 year of relevant experience. Clinton is an advisor for Lpl Financial LLC. Over the course of their career, Clinton has held roles at Barclays Capital, Oppenheimerfunds Distributor, Inc, Mirae Asset Global Investments (Usa) LLC, Funds Distributor, LLC, Edward Jones and Lpl Financial LLC. Clinton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in total assets between its 1,688,501 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. Lpl Financial LLC performs a diverse assortment 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. A financial advisor's fees typically are based on which services the firm provides the client. Fees charged 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 Clinton Work History
William has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Edward Jones
Mirae Asset Global Investments (Usa) LLC
Funds Distributor, LLC
Oppenheimerfunds Distributor, Inc
Barclays Capital
*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 Clinton 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
Naperville, IL
Bridgeport, CT
Corpus Christi, TX
Oldsmar, FL
Newport Beach, CA
Waukesha, WI
Charlestown, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
