Brandon M Williams
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- Commerce BankJan 2025 to now
- LPL Financial LLCJan 2025 to now
- Bank of America, N.A.May 2023 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to Jan 2025
- Arvest Wealth ManagementJun 2021 to Mar 2023
- Arvest BankDec 2020 to Jun 2021
- Arvest BankJun 2020 to Aug 2020
- Kids Across AmericaMay 2019 to Aug 2019
- Evangel UniversityAug 2018 to Dec 2020
- Kids Across AmericaMay 2018 to Aug 2018
- Denver Downtown AquariumMay 2017 to Aug 2017
- Truman State UniversityAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7394749
- Firm CRD
- 6413