Jeannette Williams is a registered investment advisor at LPL Financial LLC, based in Clarksville, TN, with 21 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
130 Hillcrest Drive, Suite 104, Clarksville, TN, 37043
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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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Jeannette operates under two DBAs for her LPL business: United Southern Wealth Management since 2018, dedicating about a quarter of her time during securities trading, and Southern Wealth Investments since 2023, dedicating full-time hours per month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Tower Square Securities, INC.Broker
Signator Investors, INC.Broker
Trustmont Financial Group, INC.Broker
Securities Service Network, INC.Broker
State Registrations11 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.