Donna Marie Williams

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1996 → 11/2018
  Charles Schwab & Co., Inc.
  Orlando, FL
• 05/2017 → 12/2024
  Community Watch Solutions Llc
  Championsgate, FL
• 01/2025 → 03/2025
  Geico
  Lakeland, FL
• 04/2025 → Present
  Lpl Financial Llc
  Lakeland, FL

Other Businesses

1) 4/10/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Allen & Company- Inv. Related- start date 4/14/2025- At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2025-11-14
• S63 Uniform Securities Agent State Law Examination
  1998-03-21

Other Names

• Donna Marie Sewell
• Donna Marie Butterfield
• Donna Marie Marie Butterfield
• Donna Marie Marie Williams