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Deborah M Williams

Advisor at LPL Financial — Commerce, GA Homer Rd

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Commerce, GA 30529

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Deborah Williams is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and having 32 years of industry experience. She has worked at firms including Invest Financial Corp, Morgan Keegan & Company, LLC, and Raymond James Financial Services, Inc. Williams also serves as a Referral Representative for United Community Banks Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of operational and research tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Commerce, GA Homer Rd

2055 Homer Rd

Commerce GA 30529

Advisors at this office

2

Most active in

Georgia

Work history

32 years of industry experience

LPL Financial

2018 - Present • 8 years

Commerce, GA

Invest Financial Corp

2009 - 2018 • 9 years

Commerce, GA

United Community Advisory Services

2006 - Present • 20 years

Cornelia, GA

Morgan Keegan & Company, LLC

2004 - 2006 • 2 years

Athens, GA

Raymond James Financial Services, inc.

2003 - 2004 • 1 year

Commerce, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott H

Series 65

Jefferson, GA

Inspire Advisors, LLC

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

ESG / Sustainable investing
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Kelly F

CFP®, Series 63, Series 65

Carnesville, GA

First Citizens Asset Management, Inc

Kelly Finger is a CFP® professional with 21 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2010 and First Citizens Investor Services, Inc. since 2016. She holds Series 63 and Series 65 licenses. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, offering global, multi-asset model portfolios across various implementation frameworks.

Income planning Passive / index investing Active portfolio management Retired
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Roxana F

Series 66

Jefferson, GA

Schwab Wealth Advisory

Roxana Farrar is a Series 66-licensed financial advisor at Schwab Wealth Advisory with 15 years of industry experience. Before joining Schwab in 2025, she worked at Morgan Stanley for four years and Ameriprise Financial Services for 14 years. Outside of her advisory role, she is a co-owner of a family restaurant business with her husband. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client approval.

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting Retired
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Kelsey M

Series 66

Commerce, GA

Edward Jones

Kelsey Mc Knight is a financial advisor at Edward Jones in Commerce, GA, holding a Series 66 designation with three years of industry experience. Kelsey has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mark M

Series 63, Series 66

Commerce, GA

Edward Jones

Mark Mc Cannon is a financial advisor with Edward Jones in Commerce, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lacy H

Series 66

Commerce, GA

LPL Financial

Lacy Hastie is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018. Her prior experience includes roles at United Community Banks, Inc. and Invest Financial Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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