William
Pretory

Lpl Financial LLC

CRD#4551508
Investment Advisor
in Basking Ridge, NJ

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About this Advisor

William Pretory is a financial advisor who works in Basking Ridge, New Jersey, with 10 years of financial industry experience. Pretory currently works for Lpl Financial LLC. During their career, the advisor has held roles at Affinity Investment Services, LLC, Affinity Federal Credit Union, Invest Financial Corporation and Lpl Financial LLC. Pretory has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Georgia, Illinois, New Jersey, Pennsylvania and Washington. Lpl Financial LLC is an advisory firm that has its headquarters in Basking Ridge, New Jersey. It has offices in 9,519 locations and a total of 23,035 people on staff. It manages $208 billion in assets between its 892,326 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 accounts, 28% are held by high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC offers a diverse range 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 for financial advisory services usually are based on the type of financial services offered. However, fee types charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

73 Mountainview Blvd
Basking Ridge, NJ 07920

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NJ Average: 13
Total Number of Accounts

892,326

NJ Average: 661
Average Account Size

$232,867

NJ Average: $977,396

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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 Pretory Work History

William has 10 years of experience.

2018 - Present (4 years)

Lpl Financial LLC

2010 - Present (12 years)

Affinity Federal Credit Union

2013 - 2018 (5 years)

Invest Financial Corporation

2010 - 2013 (3 years)

Affinity Investment Services, LLC

Disclosures

William Pretory has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Megan Soto
Lindenhurst, NY
Pablo Davila
San Diego, CA
Tyler Coe
Deland, FL
John Moon
Peoria, IL
Joseph Rivello
Rockville Centre, NY
Timothy Doering
Wenatchee, WA
Francisco Campos
San Diego, CA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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