William Wayne Bissell

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

• 07/2010 → Present
  Lpl Financial Llc
  Augusta, GA
• 07/2010 → Present
  South State Bank (Formerly: Georgia Bank & Trust)
  Augusta, GA
• 12/2015 → 04/2017
  Wealthplan Partners
  Augusta, GA

Previous Registrations

• 2016-02-02 → 2017-05-01
  Wealthplan Partners
  Augusta, GA
  Omaha, NE
• 2010-07-26 → 2010-08-25
  Uvest Financial Services Group, Inc.
  Augusta, GA
  Martinez, GA
  Charlotte, NC
• 2005-08-05 → 2010-07-08
  Uvest Financial Services Group, Inc.
  Laurel, MD
  Evans, GA
  Augusta, GA
  Augusta, GA
  Martinez, GA
  Evans, GA
  Augusta, GA

Other Businesses

1. 1/19/2017 - South State Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 02/21/2017 - 160 Hours Per Month/40 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-31
• S65 Uniform Investment Adviser Law Examination
  1993-12-31

Other Names

• William Wayne Bissell