Erin Williams is a registered investment advisor at LPL Financial LLC, based in Wylie, TX, with 9 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
929 Cedar Creek Dr, Wylie, TX, 75098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin operates under the DBAs JFC Financial Services and Big Picture Financial Services, both related to her LPL business. She also has a tax preparation/accounting/CPA business, Erin Z. Williams, CPA, P.C., and spends about a quarter of her time on Big Picture Financial Services LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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