William ConnellCRD Number: 2404626
Current Firm: Lpl Financial LLC
William Connell (CRD# 2404626) is an Investment Advisor Representative working at Lpl Financial LLC in Auburndale, MA and has over 30 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|Lpl Financial LLC||Auburndale, MA||Dec 2017 - Current||5|
|The Village Bank||Auburndale, MA||Nov 2017 - Current||6|
|Commonwealth Financial Network||Waltham, MA||Feb 2013 - Nov 2017||4|
|Canby Financial Advisors, LLC||Framingham, MA||Dec 2012 - Nov 2017||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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