William Henry Bryan

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-07-16
CA	RA	APPROVED	2013-05-16

TX RA
APPROVED_RES

Since 2026-07-16
CA RA
APPROVED

Since 2013-05-16

Branch Locations

Rancho Cucamonga, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Rancho Cucamonga	CA	05/2013	Present

05/2013 → Present

Lpl Financial Llc

Rancho Cucamonga, CA

Previous Registrations

2011-07-13 → 2013-04-26

Edward Jones

St Louis, MO

Glendora, CA

Other Businesses

1. 5/4/2016: WHB Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 06/01/2016 - 100 Hours Per Month/60 Hours During Securities Trading. 2. 03/26/2024 - Cal State University of Fullerton - Other - Educational Speaker at Cal State Fullerton - Speaker - Not Investment Related - 800 N State St, Fullerton, CA 92831 - Start Date 04/17/2024 - 2 Hours Per Month/ 0 Hours During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-07-08
S63	Uniform Securities Agent State Law Examination	1999-04-12

S66 Uniform Combined State Law Examination

2011-07-08
S63 Uniform Securities Agent State Law Examination

1999-04-12

Other Names

Bill Bryan

View on SEC IAPD