William C Artzberger
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$24.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Enterprise, LLCJul 2026 to now
- UnemployedFeb 2024 to Jul 2026
- Fisher InvestmentsSep 2020 to Jan 2024
- Outlook Wealth Advisors, LLCNov 2018 to Aug 2020
- Edward JonesJul 2016 to Nov 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2748079
- Firm CRD
- 8733