Best Investors Account Sign in

William Harless

LPl Financial LLC

Austin, TX

Austin, TX

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
TX RA APPROVED 2023-08-10
  • SC RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2023-08-10

Branch Locations

13620 N Fm 620, Bldg C Ste 200, Austin, TX 78717 • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Well Fargo Clearing Services Llc Salt Lake City UT 02/2022 05/2022
Us Tech Solutions Inc Jersey City NJ 02/2022 07/2023
Sharkey's Rib And Wing Joint Blacksburg VA 04/2021 02/2022
Unemployed Chesterfield VA 01/2012 08/2017
Virginia Tech Blacksburg VA 08/2017 12/2021
Lpl Financial Llc Austin TX 07/2023 Present
  • 02/2022 → 05/2022
    Well Fargo Clearing Services Llc
    Salt Lake City, UT
  • 02/2022 → 07/2023
    Us Tech Solutions Inc
    Jersey City, NJ
  • 04/2021 → 02/2022
    Sharkey's Rib And Wing Joint
    Blacksburg, VA
  • 01/2012 → 08/2017
    Unemployed
    Chesterfield, VA
  • 08/2017 → 12/2021
    Virginia Tech
    Blacksburg, VA
  • 07/2023 → Present
    Lpl Financial Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2022-06-17

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor