Joyce WilliamsCRD Number: 2017638
Current Firm: Lpl Financial LLC
Joyce Williams (CRD# 2017638) is an Investment Advisor Representative working at Lpl Financial LLC in Wayzata, MN and has over 26 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Lpl Financial||Wayzata, MN||Apr 2011 - Current||5|
|Classic Financial Services||Wayzata, MN||Feb 2011 - Apr 2011||< 1|
|Capital Street Financial Services, Inc.||St Paul, MN||Dec 2008 - Feb 2011||2|
|Princor Financial Services Corporation||St Paul, MN||Jul 2008 - Feb 2011||2|
|Planners Financial Services, Inc.||Minneapolis, MN||Feb 2007 - Jul 2008||1|
|Benefitscorp Equities, Inc.||Englewood, CO||Nov 1996 - Jul 2008||11|
|Stifel, Nicolaus & Company, Incorporated||Minnesota, MN||Dec 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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