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William Robert Mericle

LPl Financial LLC

Fort Mill, SC

Milford, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-11
TX RA APPROVED_RES 2024-01-11
  • OH RA
    APPROVED
    Since 2024-01-11
  • TX RA
    APPROVED_RES
    Since 2024-01-11

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Milford, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investmenst Covington KY 11/2007 10/2017
Unemployed Cincinnati OH 11/2017 07/2018
Fidelity Investments Covington KY 11/2007 10/2017
Fifth Third Bank Cincinnati OH 08/2018 12/2023
Fifth Third Securities Cincinnati OH 08/2018 12/2023
Lpl Financial Llc Fort Mill SC 12/2023 Present
  • 11/2007 → 10/2017
    Fidelity Investmenst
    Covington, KY
  • 11/2017 → 07/2018
    Unemployed
    Cincinnati, OH
  • 11/2007 → 10/2017
    Fidelity Investments
    Covington, KY
  • 08/2018 → 12/2023
    Fifth Third Bank
    Cincinnati, OH
  • 08/2018 → 12/2023
    Fifth Third Securities
    Cincinnati, OH
  • 12/2023 → Present
    Lpl Financial Llc
    Fort Mill, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
S63 Uniform Securities Agent State Law Examination 2008-03-11
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01
  • S63 Uniform Securities Agent State Law Examination
    2008-03-11
Other Names
  • William Robert Mericle
  • William R Mericle

View on SEC IAPD

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NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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