Brandon Williams
Brandon Williams is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 19 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
13800 Airport Freeway Md 600, Fort Worth, TX, 76155
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2020Other Business Activities
Brandon operates his LPL business under the DBA Flagship Financial Group since 2020. He also coaches for Arlington Southwest Little League Baseball, dedicating a few hours per week since 2015.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Edward JonesBroker
State Registrations17 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.
Exams
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