William George Egan

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

• 05/2025 → 11/2025
  Unemployed
  Milton, GA
• 01/2025 → 05/2025
  Student
  Oxford, MS
• 06/2023 → 01/2025
  Harrisons 1810
  Oxford, MS
• 10/2015 → 06/2023
  Unemployed
  Oxford, MS
• 11/2025 → 12/2025
  Equitable Advisors, Llc
  Atlanta, GA
• 02/2026 → Present
  Lpl Financial Llc
  Johns Creek, GA
• 02/2026 → Present
  United Community Bank
  Johns Creek, GA

Previous Registrations

• 2025-12-01 → 2025-12-22
  Equitable Advisors, Llc
  Milton, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name United Community Advisors - Inv Rel - At Reported Business Location (s) - Start Date :02/2026

Exams

• S66 Uniform Combined State Law Examination
  2025-09-19

Other Names

• William George Egan
• Billy Egan