Best Investors Account Sign in
Inactive

Deanna Lee Austin

Per Stirling Capital Management, LLC

Austin, TX

CRD 7006215

Claim This Profile
Employer firm

Per Stirling Capital Management, LLC CRD 151671

$1.57B regulatory AUM 90 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Per Stirling Capital Management, Llc

4800 Bee Caves Road, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-08
  • TX RA
    APPROVED
    Since 2024-01-08

Branch Locations

4800 Bee Caves Road, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Per Stirling Capital Management, Llc Austin TX 08/2018 04/2025
Ark Financial Austin TX 06/2018 08/2018
Texas Tech University Lubbock TX 08/2016 06/2018
Per Stirling Capital Management, Llc Austin TX 01/2024 Present
Designations
  • Certified Financial Planner
Other Names
  • Deanna Lee Williams

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor