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Alison W

Series 66

Houston, TX

LPL Financial

Alison Williams is a financial advisor with LPL Financial based in Houston, TX. She holds a Series 66 designation and has two years of industry experience. Alison co-owns This Happy Place Design Co., where she also maintains the company’s books. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, including access to model portfolios and third-party subadvisors.

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

Series 63, Series 65

Houston, TX

LPL Financial

John Williams is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by proprietary research and operational tools.

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

Series 63, Series 65

Houston, TX

LPL Financial

Gabriel Rangel II is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2010 and is also involved with Purple Lilac and Rangel Interest, both since 2008. Additionally, he is a licensed notary in the state of Texas. 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 delivered through its network of investment adviser representatives, utilizing various investment strategies and technologies to support account management.

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