William R Deemer

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

• 07/2015 → 06/2017
  Key Investment Services Llc
  Portland, ME
• 07/2017 → 12/2017
  Key Investment Services Llc
  Manchester, CT
• 01/2018 → 01/2021
  Citizens Securities, Inc.
  Burlington, VT
• 01/2021 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, VT
• 01/2021 → 11/2022
  Bank Of America, N.A.
  Burlington, VT
• 11/2022 → Present
  Lpl Financial, Llc
  South Burlington, VT
• 11/2022 → Present
  M&T Bank
  South Burlington, VT

Previous Registrations

• 2021-01-14 → 2022-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, VT
• 2018-01-23 → 2021-01-13
  Citizens Securities, Inc.
  Burlington, VT
  Williston, VT
  Essex Junction, VT
  Montpelier, VT
  Albany, NY
  Levittown, PA
  Burlington, VT
• 2016-06-02 → 2018-01-05
  Key Investment Services Llc
  Portland, ME
  Burlington, VT
  S. Burlington, VT
  Burlington, VT
  Manchester, CT

Other Businesses

1- 06/1996 / Real Estate Rental / INVESTMENT RELATED / (359 Lakeview Road, Clearwater, Florida 33756; 243 Pineview Avenue, Clearwater, Florida 33756; 625 Congress Street, New Port Richey, Florida 34653; 639 Congress Street, New Port Richey, Florida 34653) 2- 01/05/2024 - Wilmington Advisors @M&T - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/15/2023 - 160 Hrs/Mo; 8 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-19
• S63 Uniform Securities Agent State Law Examination
  2006-10-16

Other Names

• William Russell Deemer