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Warner Walter Williams

Advisor at LPL Financial — Floyd, VA

Updated today

Credentials

Series 66

Experience

15 years

Location

Floyd, VA 24091

LPL Financial logo

LPL Financial

Institution

Total advisors

22,663

Across 10,416 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Warner Williams is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, previously serving at Invest Financial Corporation and Stone, Houston & Associates. Williams is also involved with Midland Insurance, focusing on non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research from LPL Research to support diversified investment strategies.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Floyd, VA

201 East Main Street Ste 1

Floyd VA 24091

Advisors at this office

2

Most active in

North Carolina · Texas · Virginia

Work history

15 years of industry experience

LPL Financial

2018 - Present • 8 years

Floyd, VA

Invest Financial Corporation

2010 - Present • 16 years

Tampa, FL

Stone, Houston & Associates

2010 - 2018 • 8 years

Floyd, VA

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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Mark T

Series 63, Series 65

Indian Valley, VA

OneAscent Wealth Management

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management in Indian Valley, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020 and was with Next Financial Group Inc from 2014 to 2020. Outside of his advisory role, he is an officer of Tevebaugh & Associates, a registered representative and investment advisor operating under a DBA. OneAscent Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm uses a combination of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines, supported by a range of strategies including UMA solutions, alternatives, and tax-overlay services.

Tax-loss harvesting Active portfolio management Options & derivatives strategies Wealth management Founder/Business Owner Retired
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Jeremiah S

Series 65, Series 66

Riner, VA

LPL Financial

Jeremiah Seagle is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Valic Financial Advisors and Securities America Advisors. He is also involved with Seagle Financial Services LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)

David C

Series 66

Floyd, VA

Edward Jones

David Cross is a financial advisor with Edward Jones in Floyd, VA, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire career since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Patrick B

CFP®, Series 63

Floyd, VA

LPL Financial

Patrick Beauchamp is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Southern Farm Bureau Life Insurance Company and INVEST Financial Corp. Since 2026, he also provides investment advisory services through Gladstone Institutional Advisory, an independent firm separate from LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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