William George Vlahos

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 04/2015 → 07/2019
  Bank Of America, N.A.
  San Francisco, CA
• 07/2019 → Present
  Lpl Financial
  San Francisco, CA

Previous Registrations

• 2015-10-30 → 2019-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  San Francisco, CA

Other Businesses

1. 10/12/2021 - JSF Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date: 01/01/2021 - 10 Hours Per Month/0 Hours During Securities Trading. 2. 12/17/2025- Gold Street Wealth Management - DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/09/2025- 60 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2015-10-28
• S63 Uniform Securities Agent State Law Examination
  1989-01-24

Other Names

• Bill Vlahos