WILLIAM COURTNEY LEFFALL is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-12-14 | present | Yes |
| SVB WEALTH | 2022-03-04 | 2023-12-18 | — |
| SVB INVESTMENT SERVICES INC. | 2021-03-17 | 2022-07-29 | — |
| DIMENSIONAL FUND ADVISORS LP | 2014-12-23 | 2019-10-02 | — |
| USAA FINANCIAL PLANNING SERVICES | 2009-06-10 | 2013-04-18 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2008-03-12 | 2009-03-18 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-12-15 | 2008-02-28 | — |