William Frederick Debille

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

• 06/2016 → Present
  Cuna Mutual
  Waverly, IA
• 06/2016 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Orange, CT

Previous Registrations

• 2016-06-28 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Orange, CT
• 2015-06-03 → 2016-06-10
  Citigroup Global Markets Inc.
  Fairfield, CT
  Somers, NY
  Boca Raton, FL
  Gloucester, VA
  Long Island City, NY
  Norwalk, CT
• 2000-01-03 → 2015-06-01
  People'S Securities, Inc.
  Bridgeport, CT
  Bridgeport, CT
  West Haven, CT
  East Haven, CT
  Hamden, CT
  Hamden, CT
  North Haven, CT
  New Haven, CT
  Woodbridge, CT
  Hamden, CT
  Hamden, CT
  East Haven, CT
  New Haven, CT
  North Haven, CT
  Wallingford, CT
  New Haven, CT

Other Businesses

1)05/18/2022 - Connex Investment & Retirement Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - New Haven, CT 06512-3959- Real Estate Rental- owner - Start Date -2001 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 0%

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-15
• S63 Uniform Securities Agent State Law Examination
  1989-12-19