Chantel 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

• 05/2016 → 01/2021
  Edward Jones
  St Louis, MO
• 01/2021 → 02/2026
  Ameritas Investment Corp
  Lincoln, NE
• 01/2021 → Present
  The Afp Group
  Houston, TX
• 11/2021 → 02/2026
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 07/2021 → Present
  Williams Wealth Management Llc
  Houston, TX
• 02/2026 → Present
  Lpl Financial, Llc
  Houston, TX

Previous Registrations

• 2021-11-01 → 2026-02-24
  Ameritas Advisory Services, Llc
  Houston, TX
• 2021-02-05 → 2021-11-01
  Ameritas Investment Company, Llc
  Houston, TX
  Glendale, AZ
  Lincoln, NE
  Austin, TX
  Omaha, NE
• 2016-09-23 → 2021-01-27
  Edward Jones
  Spring, TX
  St Louis, MO
  Spring, TX
  Spring, TX
  Spring, TX

Other Businesses

1. 02/2026 - The AFP Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/20/2026 2. 02/2026 - Williams Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 5 Hrs/Mth - 5 Hrs During Trading - Houston, TX 77007 - OBA Start Date: 07/01/2021

Exams

• S66 Uniform Combined State Law Examination
  2016-07-27

Designations

• Certified Financial Planner

Other Names

• Chantel Kisha Telemacque
• Chantel Telemacque Williams