William Leroy Westling

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

• 01/1991 → Present
  Multi Benefits Analysis
  Encino, CA
• 01/2013 → 03/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 03/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Lpl Financial
  Playa Del Rey,, CA

Previous Registrations

• 2023-06-29 → 2024-03-06
  Cetera Investment Advisers Llc
  Los Angeles, CA
• 1997-07-08 → 2023-06-29
  Cetera Wealth Services, Llc
  Los Angeles, CA
  Playa Del Rey, CA
  Playa Del Rey, CA
  Playa Del Rey, CA
  Los Angeles, CA

Other Businesses

1- 12/2023 / WILLIAM WESTLING FINANCIAL SERVICES DBA MULTI-BENEFITS ANALYSIS / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). 2- 12/2023 / Real Estate Rental / Property Owner / Playa Del Rey, CA / Investment Related / 0 hrs mth / 0 hrs during trading / Start date: 01/01/1999

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-10

Other Names

• Bill Westling
• Willliam Leroy Westling