William R Deemer
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you William R Deemer? Claim your profile
Contact this firm
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
11 years in the industry.
- LPL Financial, LLCNov 2022 to now
- M&t BankNov 2022 to now
- Bank of America, N.A.Jan 2021 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2021 to Nov 2022
- Citizens Securities, Inc.Jan 2018 to Jan 2021
- Key Investment Services LLCJul 2017 to Dec 2017
- Key Investment Services LLCJul 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 5232215
- Firm CRD
- 6413