LPL Financial
47yrs
Top advisor by experience in Franklin
20yrs
William Wu
Financial advisor at LPL Financial
Based in Franklin, Tennessee, William Wu is a fiduciary financial advisor with 20 years of industry experience. William joined LPL Financial in 2021, after two years at Merrill. William holds the CFP® designation.
One of 669 advisors with offices in Franklin, and one of 593 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 65% of advisors in Franklin
Office99 East Main Street, Suite 200, Franklin, TN 37064
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- Apr 2007 – Dec 2008MerrillPreviously
Contact William
99 East Main Street, Suite 200Franklin, TN 37064Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Financial at (704) 733-3300 and ask for William Wu. William works from the Franklin, TN office.
How long has William been a financial advisor?
William has been in the industry since 2007, about 20 years. More experience than 65% of advisors in Franklin.
What licenses does William hold?
Series 66. 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 Financial 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.
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