William Jasper Eddy
Advisor at LPL Financial — Decatur, AL 1st Ave SE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Decatur, AL 35601
LPL Financial
Institution
William Eddy is a financial advisor with LPL Financial, holding a Series 66 designation. He began his professional career in the financial industry in 2023 and has prior experience outside finance, including roles at Planet Fitness and Point Mallard Water Park. Eddy is also currently completing his college education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Decatur, AL 1st Ave SE
302 1st Ave SE Ste A
Decatur AL 35601
Advisors at this office
1
Alabama
1 year of industry experience
LPL Financial
2023 - Present • 3 years
Huntsville, AL
Provident Wealth Solutions
2023 - Present • 3 years
Huntsville, AL
Planet Fitness
2022 - 2022 • 1 year
Decatur, AL
Full Time Education (College)
2020 - 2024 • 4 years
Tuscaloosa, AL
Point Mallard Water Park
2019 - 2019 • 1 year
Decatur, AL
Full time student (grade school)
2008 - 2020 • 12 years
Danville, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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