William Kuharski, financial advisor Spokane WA

William Kuharski

CRD Number: 7079845
Current Firm: Lpl Financial LLC

William Kuharski (CRD# 7079845) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Spokane, WA Aug 2021 - Current 2
Rbc Capital Markets, LLC Spokane, WA Mar 2019 - Aug 2021 2
City National Bank Spokane, WA Jan 2020 - Feb 2021 1
Controls Solutions Northwest Spokane, WA Jan 2018 - Mar 2019 1
Seatac Lighting And Controls Seattle, VA Sep 2017 - Oct 2017 < 1
Avista Spokane, WA Jun 2015 - Sep 2017 2
Eastern Washington University Cheney, WA Aug 2012 - Mar 2017 4
Greenwood Cemetery Spokane, WA Jun 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for William P. Kuharski
Phone Number: 704-733-3300
Registered State(s):
  • WA
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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