William R Fence

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

• 06/1987 → 06/2021
  K & R Tax And Financial Service
  Whiting, NJ
• 01/2007 → 10/2024
  American Portfolios Financial Services, Inc.
  Whiting, NJ
• 10/2024 → 12/2024
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 12/2024 → Present
  Lpl Financial
  Whiting, NJ

Previous Registrations

• 2024-10-11 → 2025-02-24
  Osaic Wealth, Inc.
  Whiting, NJ
  Scottsdale, AZ
• 2012-08-08 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) 12/2024 - Fence Financial LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / Whiting NJ, 08759 / Start date 06/30/2021 2) 12/2024 - Fence Financial Tax Services LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Start date 12/05/2024 - 140 Hrs per month - 25 % Time Spent 3) 12/2024 - Fence Financial Tax Services LLC DBA Fence Financial / Tax Prep/Accounting/CPA / Inv. Related / Whiting NJ, 08759 / Start date 06/30/2021 - 10 % Time Spent 4) 11/2024 - Notary / Inv. Related / Whiting NJ 08759 / Start date 10/01/2021 - 1 Hrs per month - 1 % Time Spent 5) 11/2024 - 86 San Carlos LLC / Real Estate Rental / Owner / Inv. Related / Manahawkin, NJ 08050 / Start date 10/01/2024 -

Exams

• S66 Uniform Combined State Law Examination
  2004-12-10