William Ludwig, financial advisor Elk Grove Village IL
93 score

William Ludwig

CRD Number: 1213307
Current Firm: Lpl Financial LLC

William Ludwig (CRD# 1213307) is an Investment Advisor Representative working at Lpl Financial LLC in Elk Grove Village, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, Inc. Elk Grove Village, IL Sep 2009 - Current 7
Hpl&s Inc. Elk Grove Village, IL May 1978 - Current 38
Mutual Service Corporation Arlington Hgts, IL Oct 1983 - Sep 2009 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for William C. Ludwig
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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