William P Stillman

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

• 01/2013 → Present
  Lpl Financial, Llc
  Charlotte, NC

Previous Registrations

• 2009-12-08 → 2011-12-31
  Scott & Stringfellow, Llc
  Rock Hill, SC
  Charlotte, NC

Other Businesses

1. 8/14/2017 - Will-O-LLC - Investment Related - Home Based, and Rock Hill, SC; Winnsboro, SC; & Charlotte, NC - Real Estate Rental - Started 01/01/2011 - 1 Hour Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-03

Other Names

• Bill Stillman
• William Stillman