William Merchad is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2022-09-23 | present | Yes |
| MAVEN WEALTH MANAGEMENT | 2021-05-27 | 2022-08-31 | — |
| DIMENSIONAL FUND ADVISORS LP | 2012-06-13 | 2021-02-22 | — |
| EDWARD D. JONES & CO., L.P. | 2007-10-17 | 2010-06-09 | — |