William Louis Selig
Investment adviser representative at LPL Financial LLC
15 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
15 years in the industry.
- LPL Financial LLCOct 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Oct 2025
- Securities America AdvisorsJul 2020 to Jun 2024
- Securities America, Inc.Jul 2020 to Jun 2024
- Key Investment Services LLCMar 2018 to Jul 2020
- KeybankSep 2017 to Jan 2019
- UnemployedApr 2017 to Sep 2017
- New Crossroads AsiaSep 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3203742
- Firm CRD
- 6413