Worth, TX Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,717 advisors across 10,430 offices

Location

4200 S Hulen, Suite 330 Fort

Worth TX 76109

Advisors at this office

2

Advisors at this office

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William L

Series 63, Series 65

Fort Worth, TX

LPL Financial

William Lourcey is a financial advisor with LPL Financial based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cetera, Walton Lourcey Wealth Advisors, and Ameriprise Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Ryan W

Series 66

Worth, TX

LPL Financial

Ryan Walton is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Walton Lourcey Wealth Advisors, and Ameriprise Financial Services. His other business activities include offering fixed insurance products with Midland National Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

College savings (529s, UTMA, etc.)
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