William Thomas Bush

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

• 03/2005 → Present
  Lpl Financial Llc
  Columbia, MD

Other Businesses

1. 08/13/2024 - BD Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/06/2024 - 160 Hours per Month/ 130 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-04-25

Other Names

• William Thomas Bush