Deborah Williams
Deborah Williams is a registered investment advisor at LPL Financial LLC, based in Commerce, GA, with 31 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
2055 Homer Rd, Commerce, GA, 30529
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Deborah is a referral representative for United Community Banks Inc. since 2018, spending about a quarter of her time in this role. She is also associated with United Community Advisory Services as a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
First Legacy Securities, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Proequities, INC.Broker
Invest Financial CorporationBroker
State Registrations3 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.