DW
DW
Deanna Williamson is a registered investment advisor, based in Tampa, FL, with 24 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History (3)
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Regulatory
November 2013Final
Regulatory
August 2012Final
Employment Separation After Allegations
July 2010Other Business ActivitiesSells Insurance
Deanna is the 100% owner/financial representative of Williamson Financial Investments and Planning, providing investment management and insurance services, dedicating nearly full-time hours to this. She is also an insurance agent selling fixed insurance annuities, long-term care, health, and disability insurance, spending about 10-20% of her time on this.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
April 2013 - Present · 13 yrs 3 mos
J. W. Cole Advisors, INC.
April 2013 - Present · 13 yrs 3 mos
Previous Registrations
Independent Financial Group, LLC
August 2010 - September 2012 · 2 yrs 1 mo
Independent Financial Group, LLCBroker
August 2010 - September 2012 · 2 yrs 1 mo
LPL Financial CorporationBroker
September 2005 - August 2010 · 4 yrs 11 mos
LPL Financial Corporation
September 2005 - August 2010 · 4 yrs 11 mos
Morgan Stanley
November 2001 - September 2005 · 3 yrs 10 mos
Morgan Stanley Dw INC.Broker
July 2001 - September 2005 · 4 yrs 2 mos
State Registrations5 states
CAIDNMORWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.