William Creveling, financial advisor Winchester VA

William Creveling

CRD Number: 1019117
Current Firm: Lpl Financial LLC
Compensation Model: Both

William Creveling (CRD# 1019117) is an Investment Advisor Representative working at Commonwealth Financial Network in Winchester, VA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Winchester, VA Dec 2021 - Current 2
Financial Seasons Group, Inc. Winchester, VA Apr 2000 - Current 23
Commonwealth Financial Network Waltham, MA Apr 2000 - Dec 2021 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for William R. Creveling
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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