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Advisors / New York / Elbridge
25yrs

William Yard

Full name on record: William Patrick Yard

Financial advisor at LPL Enterprise

Based in Elbridge, New York, William Yard is a fiduciary financial advisor with 25 years of industry experience. William has been with LPL Enterprise since 2024; before that, William spent five years at Pruco Securities and a year at Northwestern Mutual Investment Services. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

Elbridge, NYTop 23% by experience at LPL EnterpriseFiduciary advisor
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At a glance

Experience25 years (since 2001)
How that compares ?Top 23% by experience at LPL Enterprise
OfficeElbridge, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?2 states

Services through LPL Enterprise

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Nov 2024 – now
  2. 2020 – 2024
    Pruco Securities, LLC.Previously
  3. Mar 2014 – Aug 2015
    Northwestern Mutual Investment Services, LLCPreviously

Questions to ask William

Tailored to William’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About William

How do I contact William?

Call LPL Enterprise at 704-733-3300 and ask for William Yard. William works from the Elbridge, NY office.

How long has William been a financial advisor?

William has been in the industry since 2001, about 25 years. Top 23% by experience at LPL Enterprise.

What licenses does William hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William paid?

LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.