![William Marley, financial advisor Mckinney TX](/img/ws/profile-blank-sq.png)
William Marley (CRD# 2726644) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 28 years of experience in the finance industry.
![Ashkan Abbassi, financial advisor Mckinney TX](/img/ws/profile-blank-sq.png)
CRD# 5959695
Fisher Investments
![Charles Abbott, financial advisor Mckinney TX](/img/ws/profile-blank-sq.png)
CRD# 6678578
J.p. Morgan Securities LLC
![Paul Abbou, financial advisor Mckinney TX](/img/ws/profile-blank-sq.png)
CRD# 4234153
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Plano, TX | Oct 2011 - Current | 12 |
Uvest Financial Services Group, Inc. | Charlotte, NC | Jul 2007 - Current | 16 |
Share Plus Federal Bank | Plano, TX | Jul 2007 - Jun 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1996 |
S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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