William Paul Walsh
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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 LLCJul 2025 to now
- LPL FianacialJul 2025 to now
- Fidelity BankJun 2025 to now
- Empower Advisory Group, LLCMay 2024 to Jun 2025
- Empower Financial Services, IncMay 2024 to Jun 2025
- T. Rowe PriceSep 2018 to May 2024
- UnemployedMay 2018 to Sep 2018
- Loyola University Maryland Dept. of Recreational SportsJan 2015 to May 2018
- Loyola University MarylandSep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7012845
- Firm CRD
- 6413