Deborah Williams (CRD# 4534223) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mansfield, OH and has over 17 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Mansfield, OH | Sep 2016 - Current | 7 |
| Kestra Advisory Services, LLC | Mansfield, OH | Sep 2016 - Current | 7 |
| Edward Jones | St Louis, MO | Feb 2007 - Sep 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- OH
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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