LPL Financial (LPLA) announced that financial advisor William “Bill” Fenwick of Fenwick Financial has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $210 million in advisory, brokerage and retirement plan assets, and joins LPL from First Kentucky Securities. Based in Louisville, Ky., Fenwick is a retired U.S. Marine Corps officer with 38 years of experience in the financial services industry. He believes his military experience, coupled with his astute study of the markets and economy, shaped his ability to guide clients through market fluctuations and build personal relationships that extend across generations.
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