William Louis Dimenna
Investment adviser representative at LPL Financial LLC
3 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
3 years in the industry.
- Tyler-stone Wealth Management, LLCFeb 2019 to now
- LPL Financial, LLCNov 2018 to now
- Insight2profitJan 2018 to Sep 2018
- Designer Molecules IncJun 2017 to Oct 2017
- Jalenna Capital LLCOct 2016 to Nov 2018
- Consolidated Precision ProductsOct 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7040928
- Firm CRD
- 6413