William Chester Stoy

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

• 01/2007 → Present
  Lpl Financial, Llc.
  Somerset, PA

Previous Registrations

• 2003-08-27 → 2006-11-27
  Raymond James Financial Services, Inc.
  Somerset, PA
  Somerset, PA

Other Businesses

1. 08/07/2012: DBA ONLY /BOYER FINANCIAL PLANNING / SOMERSET, PA 2. 06/08/2016 * Real Estate Rental * inv rel * 477 West Fairview St. Somerset, PA 15501 * start 03/01/2016 * 1 hr/mo; 0 hrs during secs trdg hrs.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-07

Designations

• Certified Financial Planner