Deborah Wilson
Deborah Wilson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Aurora, CO, with 35 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
Rocky Mtn Law Enforcement Fcu, 992 Potomac Cir., Aurora, CO, 80011
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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
Deborah operates under several DBAs for her LPL business, including Colorado Financial Partners, Western Wealth Advisors, and Affidian Credit Union. She also sells fixed and term insurance products, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
CUNA Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Consolidated Investment Services, INC.Broker
Vip Financial Companies, INC.Broker
V.I.P. Financial CompaniesBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.