Brent Williams
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCFeb 2022 to now
- Mercer Global AdvisorsNov 2021 to Mar 2022
- Lake Point Advisory Group LLCMay 2021 to Oct 2021
- Bbva Insurance Agency IncJan 2021 to May 2021
- Bbva Wealth Solutions, IncJan 2021 to May 2021
- Bbva Securities IncDec 2020 to May 2021
- Bbva USADec 2020 to May 2021
- American National Bank of TexasOct 2017 to Nov 2020
- LPL Financial LLCOct 2017 to Nov 2020
- J.P. Morgan Securities LLCOct 2012 to Sep 2017
- J.P. MorganNov 2011 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4333800
- Firm CRD
- 6413