William George Fisher Connell

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

• 08/2015 → 03/2018
  Living Abundant Life Ministries
  Rochester Hills, MI
• 01/2004 → 07/2021
  Schoolcraft College
  Livonia, MI
• 05/2016 → 07/2021
  Waddell & Reed, Inc
  Livonia, MI
• 05/2016 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  West Bloomfield, MI
• 05/2015 → 07/2021
  Plymouth Advisory Group, Ltd
  Livonia, MI
• 12/2016 → 07/2021
  Life Guide Financial Consultants (Dba)
  Livonia, MI
• 09/2015 → 07/2021
  Michigan Opera Theater
  Detroit, MI
• 07/2021 → Present
  Lpl Financial Llc
  Livonia, MI

Previous Registrations

• 2016-05-17 → 2021-07-21
  Waddell & Reed
  Hamden, CT
  Livonia, MI
  Overland Park, KS
• 2008-11-12 → 2016-05-17
  B. Riley Wealth Management
  Livonia, MI
  Birmingham, MI
  Memphis, TN
• 2006-08-14 → 2008-11-18
  Ferris, Baker Watts, Llc
  Huntington, WV
  Plymouth, MI

Other Businesses

1- 09/2005 / SCHOOLCRAFT COLLEGE / Outside/W-2 Employment /2 HR MNTH / Non Investment Related / Livonia, MI 48152 2- 09/2005 / Schoolcraft College / Teaching / 2 HR MNTH / Non Investment Related / LIVONIAMichigan 3- 04/2019 / Plymouth Advisory Group, Ltd. / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Livonia, MI 48152 4- 05/2015 / DBA for LPL Business (entity for LPL business) / Life Guide Financial Consultants / Investment Related / Livonia, MI 48152 5- 07/09/2024 - Pence Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 220 Hours Per Month/ 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-10
• S63 Uniform Securities Agent State Law Examination
  1993-09-20

Other Names

• William George Fisher Connell
• Bill Connell
• William Georgefisher Connell