Unclaimed
William Ross Hensler is an investment advisor representative for LPL Financial LLC with offices in Madison, IN. William has been in the industry since 2022 and holds Series 7, 66, and SIE licenses. William is also registered in 28 states. William’s current registrations include Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. William also holds Investment Advisor registrations in Indiana and Texas. William works with a variety of clients including high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. William’s firm, LPL Financial LLC, offers a wide range of financial services including financial planning, portfolio management for businesses and individuals, and investment consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IN
11/21/2022 - Present
LPL Financial LLC (MADISON IN)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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