William Mottley Levine

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

• 02/2014 → 10/2018
  Life Transition Planners, Inc.
  Littleton, CO
• 01/2019 → 08/2026
  Kestra Investment Services, Llc
  Denver, CO
• 01/2019 → 08/2026
  Kestra Advisory Services, Llc
  Denver, CO
• 08/2026 → Present
  Lpl Financial Llc
  Lakewood, CO

Previous Registrations

• 2020-06-03 → 2026-08-12
  Kestra Advisory Services, Llc
  Austin, TX
  Denver, CO

Other Businesses

1.08/2026 – Priority Wealth Partners – DBA for LPL Business (entity for LPL business)– Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 8/11/2026 2. 08/2026 – Gladstone Wealth Partners – DBA for LPL Business (entity for LPL business)– Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 8/11/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-01
• S63 Uniform Securities Agent State Law Examination
  2020-01-27