William Luzzo is a registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
300 N. Milwaukee Avenue, Vernon Hills, IL, 60061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is associated with BCU Wealth Advisors, LLC, functioning as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates nearly full-time hours to providing administrative support to BCU Wealth Advisors, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Bcu Wealth Advisors, LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.