William Cranston Fenwick
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCApr 2025 to now
- A Co. 1st Bn. 5th Sfg(a) Commanders Interdiction Force (cif)Aug 2020 to Apr 2025
- 1st Special Warfare Training Group (airborne)Jul 2018 to Jul 2020
- U.S. Army Infantry Osut, Airborne SchoolMar 2017 to Jun 2018
- First Kentucky Securities Corp.Aug 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5813931
- Firm CRD
- 6413