William Lief Collins
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
16 years in the industry.
- LPL Financial LLCJul 2025 to now
- Cetera Investment Advisors LLCNov 2023 to Jul 2025
- Cetera Wealth Services, LLCNov 2023 to Jul 2025
- UnemployedSep 2023 to Nov 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to Sep 2023
- Morgan Stanley Smith BarneyMay 2010 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2787822
- Firm CRD
- 6413