William Stanton, financial advisor Ball Ground GA

William Stanton

CRD Number: 1577084
Current Firm: Lpl Financial LLC

William Stanton (CRD# 1577084) is an Investment Advisor Representative working at Lpl Financial LLC in Ball Ground, GA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Linsco Private Ledger Corp Canton, GA Jul 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for William J. Stanton
Phone Number: 704-733-3300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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