Malinda Williams (CRD# 5232257) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Sumter, SC and has over 14 years of experience in the finance industry.
CRD# 2845534
Edward Jones
CRD# 5380578
Lpl Financial LLC
CRD# 4207865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Investment Company, LLC | Lincoln, NE | Mar 2022 - Current | 2 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Mar 2022 - Current | 2 |
| The Afp Group | Houston, TX | Feb 2022 - Current | 2 |
| Family Housing Advisory Services | Omaha, NE | May 2021 - Current | 2 |
| Mvest Wealth Partners | Sumter, SC | Jul 2019 - Current | 4 |
| Guardian Life Insurance | Sumter, SC | Oct 2019 - Jan 2022 | 2 |
| Park Avenue Securities | Sumter, SC | Oct 2019 - Jan 2022 | 2 |
| Guardian Life Insurance Company | Columbia, SC | Aug 2019 - Sep 2019 | < 1 |
| Park Avenue Securities | Columbia, SC | Aug 2019 - Sep 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Columbia, SC | Jun 2019 - Aug 2019 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2019 - Aug 2019 | < 1 |
| Samuel Dowdy | Columbia, SC | Apr 2019 - May 2019 | < 1 |
| Paul Ludacka | Omaha, NE | Aug 2018 - Apr 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Omaha, NE | May 2018 - Apr 2019 | < 1 |
| Paul Ludacka | Omaha, NE | Apr 2018 - Aug 2018 | < 1 |
| Tiaa | Omaha, NE | Apr 2016 - Apr 2018 | 2 |
| Edward Jones | Maryland Heights, MO | Apr 2006 - Apr 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- SC
- TX
-
Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
-
Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.