William Christopher Hawkins

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

• 09/2014 → Present
  Lpl Financial Llc
  Pittsburg, CA
• 09/2014 → Present
  Global Retirement Partners Llc
  San Rafael, CA

Previous Registrations

• 2014-09-17 → 2025-08-19
  Global Retirement Partners Llc
  Pittsburgh, CA
  San Rafael, CA
• 2005-10-21 → 2014-12-24
  Financial Telesis Inc
  Pittsburg, CA
  Pittsburg, CA
  San Rafael, CA
  Pleasant Hill, CA
  Pleasant Hill, CA

Other Businesses

(1) 09/12/2014: WOODSIDE FINANCIAL PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - At Reported Business Location(s) - START 11/2005 (2) 09/12/2014: WOODSIDE FINANCIAL PARTNERS - At Reported Business Location(s) - NON-VARIABLE INSURANCE TRAILS ONLY - RECEIVING TRAILS ON 2 MEDICAL PLANS WRITTEN PRIOR TO LPL (3) 10/24/2014: GLOBAL RETIREMENT ADVISORS - INV REL - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA: WOODSIDE FINANCIAL PARTNERS - START 11/2005

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-02-16

Other Names

• William C Hawkins