William Halsey Blankenship

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

• 05/2014 → 10/2023
  Ameriprise Financial Services, Inc.
  The Villages, FL
• 10/2023 → Present
  Lpl Financial, Llc
  The Villages, FL

Previous Registrations

• 2014-05-19 → 2023-11-08
  Ameriprise Financial Services, Llc
  The Villages, FL
  The Villages, FL
  Ocala, FL
• 2008-01-01 → 2014-05-19
  Wells Fargo Clearing Services, Llc
  The Villages, FL
• 2001-08-06 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  The Villages, FL
  The Villages, FL
  St. Louis, MO

Other Businesses

1) 10/02/2023- Momentum Wealth - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 10/02/2023- BULLHALSEYFL, LLC - Business Entity For Tax/Investment Purposes Only- Non-Inv. Related- Oscala, FL - start date 5/16/20147- 0hrs B

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-08

Other Names

• William Halsey Blakenship
• William Halsey Blankenship