William Stanley Campbell

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

• 10/2012 → 01/2026
  Citizens First Bank
  Lady Lake, FL
• 10/2012 → 01/2026
  Infinex Investments, Inc.
  Lady Lake, FL
• 01/2026 → Present
  Lpl Financial
  The Villages, FL
• 01/2026 → Present
  Seacoast Bank
  The Villages, FL

Previous Registrations

• 2012-11-06 → 2026-01-27
  Osaic Institutions, Inc.
  Chapel Hill, NC
  Lady Lake, FL
  Leesburg, FL
  The Villages, FL
  The Villages, FL
  The Villages, FL
  The Villages, FL
  Hernando, FL
  Ocala, FL
  The Villages, FL
• 2003-03-11 → 2012-11-09
  Lpl Financial Llc
  Ocala, FL
• 2001-01-19 → 2003-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ocala, FL

Other Businesses

1. 01/2026 - Seacoast Bank - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - The Villages, FL, 34762 - OBA Start Date: 01/02/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Seacoast Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 01/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-30
• S63 Uniform Securities Agent State Law Examination
  1997-10-30

Designations

• Certified Financial Planner

Other Names

• Bill Campbell
• William S Campbell