Fiduciary Services

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As an advisory client, you can feel comfortable knowing your advisor is an LPL Investment Advisor Representative.  A Fiduciary is someone who manages money or property for someone else. Bill is an LPL Investment Advisor Representative and provides fiduciary services  to advisory clients in coordination with LPL Financial. He is held to the standard required by law to manage client money and property for the benefit of the client. In a Fiduciary contract, Bill’s compensation is not allowed to be earned from any investment company or trading. 

The firm LPL Financial is the Registered Investment Advisor (RIA), and through it's Investment Advisor Representatives provides asset management to high-net-worth individuals worldwide. We uphold the industry’s highest standard of care and help investors work toward their long-term goals through active money management.