Deanna Willson is a registered investment advisor, based in Temple, TX, with 25 years of industry experience.
Location
2010 Birdcreek Drive, Suite 100, Temple, TX, 76502
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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.
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Deanna works as a registered sales assistant for Holmes Wealth Mgmt and as an agent for Oak Crest Advisors. She spends about 10-20% of her time at Holmes Wealth Mgmt and at least half her time at Oak Crest Advisors.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Oppenheimerfunds Distributor, INC.Broker
State Registrations16 states
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