Paulette Williamson
Paulette Williamson is a registered investment advisor at LPL Financial LLC, based in Memphis, TN, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6060 Poplar Ave Ste 450, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paulette is the president of 7145 Euclid INC since 2017 and a managing member of 6060 Group LLC since 2020, dedicating minimal time to the former and a few hours per week to the latter. Paulette is also an agent for non-variable insurance since March 2023, spending a few hours per week, and operates a DBA for her LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations20 states
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