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About William Paul Jr Morrissey of LPL FINANCIAL LLC

William Paul Jr Morrissey is Managing Director And President, Independent Advisor Services at Lpl Financial Llc and has been affiliated with Lpl Financial Llc since March-2015.

Lpl Financial Llc is an investment advisor that manages 116.6 BN dollars in regulatory AUM and has 20311 employees, of which 11675 perform investment advisory functions. The managers's latest filing has disclosed 12BN in positions, which represents 10% of the manager's regulatory AUM.

For more on Lpl Financial Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.2%/yr

Co-workers of William Paul Jr Morrissey at LPL FINANCIAL LLC

Name Title In Position Since
Mark Stephen Casady Chairman Of The Board And Chief Executive Officer December-2005
George Burton White Managing Director, Chief Investment Officer, Research November-2007
Dan Hogan Jr Arnold President March-2015
Mark Robert Helliker Managing Director, Client Support Services August-2008
John Andrew Kalbaugh Managing Director And President, Institution Services March-2015
Sallie Rebecca Larsen Managing Director, Chief Human Capital Officer May-2012
Victor Peter Iii Fetter Managing Director, Chief Information Officer December-2012
David Paul Bergers Managing Director, Legal And Government Relations; Director August-2013
Michelle Oroschakoff Managing Director, Chief Risk Officer September-2013
Sharyn J Handelsman Managing Director, Chief Compliance Officer, Brokerage January-2014
Paul Middlemiss Executive Vice President, Chief Compliance Officer, Advisory May-2011
Mary Frances Schott Managing Director, Client Experience And Training June-2014
Ryan Christopher Parker Managing Director, Investment And Planning Solutions June-2014
Thomas Dominic Lux Executive Vice President, Chief Financial Officer March-2015

LPL FINANCIAL LLC Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 7.85906% ETF 2.73% 2.55% 0.01% 1 8%
SPY 4.37195% ETF 2.55% 2.55% 0% 0 30%
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William Paul Jr Morrissey Office Address

BOSTON, Massachusetts

William Paul Jr Morrissey Contact Information

Phone Number: 617-423-3644
Fax Number: 617-556-2811



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