William Gerald Sadler

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

• 05/2016 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 09/2020
  Lpl Financial Llc
  Albany, GA
• 10/2020 → 12/2025
  William Sadler Life And Health Insurance
  Santa Rosa Beach, FL
• 10/2021 → Present
  Lpl Financial Llc
  Santa Rosa Beach, FL

Previous Registrations

• 2018-02-14 → 2020-10-07
  Lpl Financial Llc
  Santa Rosa Beach, FL
  Albany, GA
• 2016-05-26 → 2018-02-20
  Invest Financial Corporation
  Albany, GA
  Albany, GA
  Duluth, GA
  Appleton, WI
• 2003-09-19 → 2016-06-03
  Avantax Advisory Services
  Leesburg, GA

Other Businesses

1) 2021-11-10 - MelaLeuca - Other - N - at reported business location(s) - 2021-11-10 - hrs/mth - hrs/mth during trading 2) 2021-11-10 - "Connect more, lead more"- William Sadler - Book - N - at reported business location(s) - 2021-10-28 - hrs/mth - hrs/mth during trading 3) 2021-11-10 - Leadership training business - Business Owner - N - at reported business location(s) - 2021-10-28 - hrs/mth - hrs/mth during trading 4) 2025-09-05 - Bil Sadler, CPA - Tax Prep/Accounting/CPA - Y - 1131 Mack Bayou Rd, Ste F, Santa Rosa Beach, FL 32459 - 2025-07-31 - 5hrs/mth - 4hrs/mth during trading 5) 2026-03-10 - Sadler Leather, LLC - Business Owner - N - at reported business location(s) - 2026-03-09 - 5hrs/mth - 0hrs/mth during trading 6) 2026-05-14 - William G Sadler - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-13 - 3hrs/mth - 3hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-13
• S63 Uniform Securities Agent State Law Examination
  1996-12-04

Other Names

• Bil Sadler