William Mchale Harrison
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCSep 2026 to now
- Community Bank N.A.Aug 2026 to now
- UnemployedNov 2025 to Aug 2026
- Rock Point Advisors, LLCAug 2024 to Nov 2025
- Ameriprise Financial Services, LLCJul 2020 to Jul 2024
- Massmutual Life Insurance CoMar 2018 to May 2020
- MML Investors Services, LLCMar 2018 to May 2020
- UnemployedDec 2017 to Mar 2018
- Gage Wiley and Co.Mar 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2026
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
- 5719791
- Firm CRD
- 6413