Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
9yrs
William Dial
Financial advisor at LPL Financial
Based in Albuquerque, New Mexico, William Dial is a fiduciary financial advisor with 9 years of industry experience. William joined LPL Financial in 2024, after four years at Edward Jones and two years at Fidelity Personal and Workplace Advisors. William holds the ChFC designation.
One of 535 advisors with offices in Albuquerque, and one of 510 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office6739 Academy Rd NE Suite 252, Albuquerque, NM 87109
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
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowLPL Financial LLCCurrent firm
- 2021 – 2024Edward JonesPreviously
- Apr 2019 – Jan 2021Fidelity Personal and Workplace AdvisorsPreviously
- Feb 2018 – Mar 2019Edward JonesPreviously
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 Dial. William works from the Albuquerque, NM office.
How long has William been a financial advisor?
William has been in the industry since 2017, about 9 years. 9 years in the industry.
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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