Unclaimed Profile

William E Walcher

LPL FINANCIAL LLC·FORT MILL, South Carolina

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 27, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean recordLPL FINANCIAL LLC

1055 LPL WAY, FORT MILL, SC 29715CRD# 2224860Firm CRD# 6413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William E Walcher · FORT MILL, SC

Registration

CRD #2224860 · LPL FINANCIAL LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 27

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LPL FINANCIAL LLC

CRD 6413 · SEC 801-10970

AUM

$463.5B

Regulatory assets under management

Employees

35,841

1,910,545 client accounts

Services offered by LPL FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LPL FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does William E Walcher offer?

William E Walcher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MILL, South Carolina for a consultation.

What are William E Walcher's credentials?

William E Walcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William E Walcher located?

William E Walcher is based in FORT MILL, South Carolina, working with LPL FINANCIAL LLC. Their office serves clients in the FORT MILL metropolitan area and surrounding communities.

How does William E Walcher charge for services?

William E Walcher's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LPL FINANCIAL LLC?

LPL FINANCIAL LLC has approximately 35841 employees and manages $463.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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