Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah-beth? Claim Your ProfileLeah-beth Williams is a financial advisor registered with LPL Financial LLC and has been in the industry since December 2002. Leah-beth has a strong background in securities and investment company products, holding Series 6, 7, and 66 licenses. In addition to her work with LPL, Leah-beth is involved with several other business ventures, including real estate rental and consulting. Leah-beth focuses on serving individuals, high-net-worth individuals, corporations, and other businesses, offering a range of services, including financial planning, portfolio management, and consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
09/18/2013 - Present
LPL Financial LLC (FRANKLIN VA)
VA
12/11/2002 - 01/09/2013
CUNA BROKERAGE SERVICES, INC. (FRANKLIN VA)
BOTH
Issued 08/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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