William C Casterlin

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial, Llc
  Pooler, GA
• 07/2011 → 03/2019
  Independent Financial Partners
  Savannah, GA
• 03/2019 → Present
  Independent Advisor Alliance, Llc
  Pooler, GA

Previous Registrations

• 2009-11-02 → 2019-03-22
  Independent Financial Partners
  Savannah, GA
  Pooler, GA
  Pooler, GA
• 2005-01-11 → 2009-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pooler, GA
  Savannah, GA
  Savannah, GA

Other Businesses

1. 3/6/2019 - True North Financial Planning - DBA: True North Financial Planning LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/11/2019 - 35 Hours Per Month/2 Hours During Securities Trading. 2. 4/4/2019 - Independent Advisor Alliance - DBA: (Hybrid) True North Financial Planning LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/22/2019 - 220 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 4/4/2019. I expect to spend approximately 220 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 06/20/2025 - Sage Insurance Partners - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:06/13/2025 - 8 Hrs/Mth - 2 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-10
• S63 Uniform Securities Agent State Law Examination
  2000-01-12