Morgan Stanley
47yrs
Top advisor by experience in Sacramento
17yrs
William Wang
Financial advisor at LPL Financial
William Wang has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Sacramento, California. William has been with LPL Financial since 2011; before that, William spent two years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 622 advisors with offices in Sacramento, and one of 549 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
OfficeSacramento, CA
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowLPL Financial LLCCurrent firm
- 2009 – 2011Waddell & ReedPreviously
Contact William
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for William. Sacramento, CAOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Wang. William works from the Sacramento, CA office.
How long has William been a financial advisor?
William has been in the industry since 2009, about 17 years. More experience than 55% of advisors nationwide.
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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