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Deborah Wilson

Advisor at LPL Financial

Updated today

Location

Eaton, CO

Credentials

CFP®, Series 63, Series 65

Industry experience

35 years

About

Deborah Wilson is a CFP® professional affiliated with LPL Financial, with 35 years of industry experience. She has worked at LPL Financial since 2015 and previously at Linsco/Private Ledger Corp since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of financial planning and investment management solutions supported by an in-house research team.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Eaton, CO

Most active in

Colorado · Texas

Work history

LPL Financial

2015 - Present (11 years)

Linsco/Private Ledger Corp

2003 - Present (23 years)

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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Options & derivatives strategies Active portfolio management Concentrated stock management
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Options & derivatives strategies Active portfolio management Concentrated stock management
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Windsor, CO

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Options & derivatives strategies Active portfolio management Concentrated stock management
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Windsor, CO

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Annuities Income planning Social Security optimization General tax planning
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Jesse E

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Long-term care insurance Annuities Passive / index investing Active portfolio management Wealth management
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