Calvin Alexander Williams
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- LPL Financial LLCSep 2023 to now
- Morgan Stanley Private Bank, N.AMar 2021 to Oct 2023
- Morgan StanleyNov 2020 to Sep 2023
- MillpondsJul 2019 to Oct 2023
- Rowan UniversitySep 2017 to Dec 2020
- UnemployedNov 2016 to Sep 2017
- Scotland RunJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7310929
- Firm CRD
- 6413