Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trace? Claim Your ProfileTrace O'neil Williams is a financial advisor at Dimensional Fund Advisors LP, based in the Austin, TX office. Trace has 4 years of experience in the financial services industry. Trace is registered with the state of Texas as both a Registered Representative and Investment Advisor Representative. Trace holds the Series 66, Series 7 and SIE securities licenses. Trace is also a Chartered Financial Analyst. Trace has been with Dimensional Fund Advisors since 2017. Previously Trace worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD. Trace serves as a Board Member for Kenan-Flagler Business School. Trace is also registered with the state of North Carolina as a Registered Representative. Trace specializes in working with high-net-worth individuals, investment companies, pooled investment vehicles, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/09/2017 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
MD
11/20/2013 - 09/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
BOTH
Issued 12/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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