William Mahoney, financial advisor Providence RI

William Mahoney

CRD Number: 2982226
Current Firm: Lpl Financial LLC

William Mahoney (CRD# 2982226) is an Investment Advisor Representative working at Lpl Financial LLC in Providence, RI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Rockland Trust Company Franklin, MA Apr 2017 - Current 6
Lpl Financial, LLC Franklin, MA Apr 2017 - Current 6
Tiaa Providence, RI Nov 2014 - Apr 2017 2
Tiaa-cref Individual & Institutional Services, LLC Providence, RI Nov 2014 - Mar 2017 2
Lpl Financial Hanover, MA Apr 2009 - Nov 2014 5
Rockland Trust Company Hanover, MA Apr 2009 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for William R. Mahoney
Phone Number: 704-733-3300
Registered State(s):
  • MA
  • RI
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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