William Donald Portanova

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

• 06/2025 → Present
  Lpl Financial
  Dunmore, PA
• 05/2025 → 07/2025
  Cadaret Grant
  Dunmore, PA
• 08/2021 → 05/2025
  Penn State University
  State College/ Dunmore, PA
• 05/2024 → 08/2024
  Assured Partners
  Wilkes Barre, PA
• 05/2023 → 08/2023
  Assured Partners
  Wilkes Barre, PA
• 09/2021 → 02/2023
  Electric City Axe Throwing
  Scranton, PA
• 11/2018 → 03/2022
  Montage Mountain
  Moosic, PA
• 09/2018 → 03/2020
  Scranton Wilkes Barre Railriders
  Moosic, PA
• 10/2002 → 08/2018
  Unemployed
  Dunmore, PA

Other Businesses

1)09/09/2025 - Portanova Financial Services - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start:05/18/2025 - 160 Hrs/Mth - 4 Hrs During Trading. 2) 09/09/2025 - Portanova Financial Services - Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:05/18/2025 - 160 Hrs/Mth - 4 Hrs During Trading. 3)09/09/2025 - Bednarz Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:05/18/2025 - 160 Hrs/Mth - 5 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-03

Other Names

• William Donald Portanova
• William Donald Portanova Iii