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William Bramlet

Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. LPL Financial LLCSep 2025 to now
  2. Associate StaffingOct 2024 to Sep 2025
  3. FedexAug 2024 to Oct 2024
  4. ModwashFeb 2024 to Jul 2024
  5. BojanglesAug 2022 to Dec 2023
  6. ZaxbysJun 2022 to Aug 2022
  7. UnemployedAug 2021 to Jun 2022
  8. Frito LayMay 2021 to Aug 2021
  9. UnemployedJan 2021 to May 2021
  10. WendysOct 2019 to Jan 2021
  11. UnemployedAug 2015 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

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
8000778
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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