William Belcher, financial advisor Suwanee GA

William Belcher

CRD Number: 1421712
Current Firm: Lpl Financial LLC

William Belcher (CRD# 1421712) is an Investment Advisor Representative working at Lpl Financial LLC in Suwanee, GA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Buford, GA Feb 2018 - Current 6
Invest Financial Corporation Tampa, FL Apr 2011 - Current 12
Aviva Usa Corporation Des Moines, IA Feb 2009 - Current 15
W.s. Jones & Associates Suwanee, GA Oct 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for William P. Belcher
Phone Number: 704-733-3300
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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