W. Skyler Harrison

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

• 12/2013 → Present
  Lpl Financial
  Mount Airy, NC
• 12/2013 → 11/2016
  Capital Bank
  Mount Airy, NC

Previous Registrations

• 2010-08-24 → 2010-11-29
  Lpl Financial Llc
  Charlotte, NC

Other Businesses

1. 11/22/2016: Turret Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/16/16 - 160 Hours Per Month/140 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-23

Other Names

• William Harrison
• Skyler Harrison
• William Skyler Harrison