Willis Deaton (CRD# 1247690) is an Investment Advisor Representative working at Good Life Advisors, LLC in Columbia, SC and has over 40 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Columbia, SC | Aug 2016 - Current | 7 |
Cornerstone Investment Management | Columbia, SC | Aug 2016 - Current | 7 |
Waddell & Reed, Inc. | Columbia, SC | Feb 1984 - Aug 2016 | 32 |
Various Insurance Carriers | Liberty Hill, SC | Jun 1984 - Jul 2016 | 32 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1984 |
S65 | NASAA Investment Advisors Law Examination | May 1997 |
- SC
- TX
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Total Assets Under Management2,896MILLIONS
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Total Number of Accounts16,544ACCOUNTS
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Average Account Value$175,049
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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