Richard Williams Jr.
Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98662
Credentials
Series 66
Industry experience
25 years
Richard Williams Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, and he has served as a coach at Hockinson High School since 2018. He is also an executor for his parents' trust and has owned several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team, combining large-scale advisory operations with a variety of non-advisory product offerings.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
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.
7700 Ne Greenwood Dr, Ste 100
Vancouver, WA 98662
Arizona · Oregon · Texas · Washington
LPL Financial
2021 - Present (5 years)
Hockinson High School
2020 - Present (6 years)
Wrv Limited, Llc
2019 - 2021 (2 years)
Hockinson High School
2018 - 2021 (3 years)
Williams & Walsh, LLC
2018 - 2021 (3 years)
R.B.W. Enterprises LLC
2015 - 2021 (6 years)
Premier Baseball Club
2014 - 2018 (4 years)
RENTAL PROPERTY
2011 - 2019 (8 years)
Waddell & Reed, INC.
2000 - 2021 (21 years)
Various Insurance Carriers of W & R Insurance Agencies
1997 - 2021 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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