Krystle Nicole 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

• 09/2013 → 05/2019
  Invesco Distributors, Inc.
  Houston, TX
• 11/2019 → 05/2020
  Next Financial Group, Inc.
  Houston, TX
• 06/2019 → 10/2019
  Unemployed
  Houston, TX
• 05/2020 → 06/2021
  Valic Financial Advisors, Inc.
  Houston, TX
• 05/2023 → 07/2026
  Fidelity Investments
  Houston, TX
• 06/2021 → 05/2023
  Unemployed
  Houston, TX
• 03/2025 → 07/2026
  Strategic Advisers Llc
  Boston, MA
• 07/2026 → Present
  Houston Texas Firefighters Fcu
  Houston, TX
• 07/2026 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2025-03-31 → 2026-07-11
  Strategic Advisers Llc
  Houston, TX
  Houston, TX
  Boston, MA
• 2023-06-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2020-05-20 → 2021-06-18
  Valic Financial Advisors, Inc.
  Houston, TX
• 2019-11-04 → 2020-05-08
  Next Financial Group, Inc.
  Houston, TX
• 2013-09-17 → 2019-05-31
  Invesco Advisers, Inc.
  Atlanta, GA
  Houston, TX
• 2012-12-14 → 2013-08-27
  Next Financial Group, Inc.
  Houston, TX

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kolb Street Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 7/2026

Exams

• S66 Uniform Combined State Law Examination
  2012-12-13

Other Names

• Krystle Nicole Williams
• Krystle Williams