Deborah
Williams

Ally Invest Advisors

CRD#1885911
Investment Advisor
in North Myrtle Beach, SC

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About this Advisor

Deborah Williams is a financial advisor based in North Myrtle Beach, South Carolina, working with Ally Invest Advisors. Deborah has previously held positions at Axa Advisors, LLC, Lincoln Financial Securities Corporation, Ally Invest Securities LLC, and Ally Invest Advisors. Deborah has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Deborah is part of Ally Invest Advisors, which operates out of North Myrtle Beach, South Carolina. The firm has 3 offices and 12 employees. The firm manages assets totaling $1.1 billion. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ally Invest Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

North Myrtle Beach, SC

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Ally Invest Advisors Brokerage Details

Total Assets Under Management

$1,127,619,162

SC Average: $3,625,019,099
Total Number of Employees

12

SC Average: 22
Total Number of Accounts

70,547

SC Average: 1,917
Average Account Size

$15,984

SC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Deborah Williams Work History

2022 - Present (2 years)

Ally Invest Securities LLC

2022 - Present (2 years)

Ally Invest Advisors

2017 - 2022 (5 years)

Lincoln Financial Securities Corporation

2010 - 2017 (7 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Deborah Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ally Invest Advisors

Derek Petrella
Charlotte, NC
Miteshkumar Patel
Charlotte, NC
Hameem Shah
Charlotte, NC
Connor Snook
Charlotte, NC
Sammy Santacruz
Charlotte, NC
Patricia Strong
Charlotte, NC
Aaron Litman
Plantation, FL
Thomas Kemp
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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