Shaviaea Williams
Investment adviser representative at LPL Financial LLC
12 yearsExperience
3 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
12 years in the industry.
- LPL Financial LLCApr 2026 to now
- T. Rowe PriceMay 2025 to Apr 2026
- Odu SecurityJan 2024 to Jul 2024
- LPL Financial LLCSep 2023 to Mar 2025
- TownebankMar 2023 to May 2025
- Go Getters DeliveryJun 2022 to Aug 2022
- Micheal Massie Law GroupJun 2020 to Aug 2020
- Norfolk State UniversityJun 2018 to May 2023
- Granby High SchoolApr 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 7803833
- Firm CRD
- 6413