William Wesley Truett
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 LLCAug 2025 to now
- First Horizon AdvisorsJun 2025 to now
- UnemployedMay 2025 to Jun 2025
- University of MississippiAug 2021 to May 2025
- Poplar Pike Wine and Liquors, LLCJan 2021 to Jan 2025
- Home DepotMay 2019 to Dec 2020
- Houston High SchoolAug 2017 to May 2021
- UnemployedJun 2015 to May 2019
- Houston Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8111238
- Firm CRD
- 6413