Laura Elaine Williams

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Jacksonville, FL
• 02/2021 → Present
  Transamerica Financial Advisors, Inc
  Jacksonville, FL
• 09/2020 → Present
  World Financial Group, Inc.
  Jacksonville, FL
• 12/2019 → 07/2020
  Unemployed
  Jacksonville, FL
• 07/2020 → 10/2020
  National Eldercare Law
  Louisville, KY
• 05/2004 → 12/2019
  Wells Fargo Advisors
  Jacksonville, FL
• 03/2021 → Present
  Net Law Group Inc
  Louisville, KY
• 03/2021 → 03/2022
  Debtmerica
  Santa Ana, CA
• 05/2021 → Present
  College Loan Freedom
  Henderson, NV
• 07/2021 → Present
  Bolt Insurance
  Farmington, CT
• 09/2023 → Present
  Bali Computing Dba Federal Student Loan Repayment Advisors
  Henderson, NV
• 12/2023 → Present
  Lspn Pro Llc
  Lindon, UT

Previous Registrations

• 2004-11-15 → 2019-12-24
  Wells Fargo Clearing Services, Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  The Villages, FL

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Bolt Insurance / 0721-Present / Investment Related: No / 10 Waterside Drive, Suite 202, Farmington, CT 06032 / Referral Partner / Referral Partner / Hrs. Work Monthly: 0.5 / Sec Trading Hrs.: 0 / No Daily responsibility. Refer business periodically. College Loan Freedom / 0521-Present / Investment Related: No /129 W. Lake Mead Parkway, #19 Henderson, NV 89015 / Referral Agent / student loan Forgiveness /Hrs Work Monthly: 2 / Sec Trading Hrs: 1 / Refer clients who have student loan debt. Net Law Group Inc. / 0321-Present / Investment Related: No / 12910 Shelbyville Rd. Suite 124 Louisville, KY 40243/ Agent / Estate Planning Tools / Hrs Work Monthly: 4 / Sec Trading Hrs: 1 / Providing tool to clients to build estate plans. BALI COMPUTING DBA FEDERAL STUDENT LOAN REPAYMENT ADVISORS POSITION: REFERRAL PARTNER NATURE: REFERRAL INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2023 ADDRESS: 550 BROWNLEE DR, HENDERSON NV 89015, United States DESCRIPTION: THERE ARE NO DAILY ACTIVITIES. I WOULD BE REFERRING PEOPLE TO THEM FOR HELP WITH REPAYMENT OPTIONS ON STUDENT LOANS LSPN PRO LLC POSITION: REFERRAL PARTNER NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/18/2023 ADDRESS: 100 N STATE STREET, STE B, LINDON UT 84042, United States DESCRIPTION: NO DAILY ACTIVITIES. I WOULD BE REFERRING CLIENTS PERIODICALLY AS THE NEED ARISES.CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATEPLANNING ISSUES, SCHEDULE APPOINTMENTS

Exams

• S66 Uniform Combined State Law Examination
  2004-02-12

Other Names

• Laura Elaine Dolan
• Laura Elaine Williams
• Laura Elaine Dolan