William Mathew Walters

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2011-05-05

CA RA
APPROVED

Since 2011-05-05

Branch Locations

Camarillo, CA • 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

Organization	City	State	From	To
Lpl Financial Llc	Camarillo	CA	05/2011	Present
Lifetime Planning, Inc.	Camarillo	CA	03/2003	06/2018

05/2011 → Present

Lpl Financial Llc

Camarillo, CA
03/2003 → 06/2018

Lifetime Planning, Inc.

Camarillo, CA

Previous Registrations

1993-09-24 → 2018-05-01

Lifetime Planning, Inc.

Camarillo, CA

Other Businesses

1. 05/03/2011: NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - SELL FIXED LIFE INSURANCE AND FIXED ANNUITIES. - 19% OF TIME 2. 8/7/2015: JUBILEE REPAIR - BUSINESS OWNER - NOT INVESTMENT RELATED - START 08/10/2015 - AT CUSTOMER'S HOMES. - Bill Walters does some part time handyman work as a sole proprietor. This business does not share our office space and does not have any employees other than Bill Walters, sole proprietor. - 20 HR/MO, 10 DURING SECS TRDG HRS - Jubilee Repair - handyman business owner.