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Deborah Jordan Williams

Ally Invest Advisors

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About Deborah Jordan Williams

Deborah Jordan Williams has been working in the financial services industry since 1988. Deborah Williams is currently registered with Ally Invest Advisors as a registered representative. Deborah Williams has held previous positions with Lincoln Financial Securities Corporation, AXA Advisors, LLC, Pruco Securities Corporation, and The Prudential Insurance Company of America. Deborah Williams holds the Series 6, Series 7, Series 63, Series 65 and Series 66 licenses. Deborah Williams provides financial planning services, portfolio management for individuals and is licensed to provide investment advice in all 50 states.

Firm Information

Deborah Williams is currently registered with Ally Invest Advisors. Ally Invest Advisors, based in Charlotte, NC, is an investment advisor registered with the SEC. The firm offers financial planning and portfolio management services to individuals and high-net-worth individuals. Ally Invest Advisors manages over $1.1 billion in assets for over 70,000 clients.
Ally Invest Advisors

601 S. TRYON STREET

CHARLOTTE, NC 28202

$1.13B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deborah Williams’s Registration & Firm History

SC

03/31/2022 - Present

Ally Invest Advisors (North Myrtle Beach SC)

SC

06/01/2017 - 02/24/2022

LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA SC)

SC

04/20/2010 - 03/15/2017

AXA ADVISORS, LLC (COLUMBIA SC)

NJ

10/17/1988 - 05/08/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

10/17/1988 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 07/28/2010

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/14/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/14/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Jordan Williams.
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