Leah-Beth Williams is a registered investment advisor at LPL Financial LLC, based in Franklin, VA, with 23 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
135 Stewart Dr, Franklin, VA, 23851-2450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Leah-Beth is involved in several business activities, including real estate rental through Parker Farms LLC and The Leah-Beth T Williams Revocable Trust, dedicating minimal time to each. She also operates under the DBAs Bronco Investment Strategies, McCulley Wealth Management, LLC (dedicating about a quarter of her time), and Williams Investment Strategies, LLC (dedicating nearly full-time hours).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
State Registrations11 states
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