Willis Robert Deaton

Current Employers

Employment History

• 08/2016 → Present
  Lpl Financial, Llc
  Columbia, SC
• 08/2016 → Present
  Cornerstone Investment Management
  Columbia, SC

Previous Registrations

• 1997-06-11 → 2016-08-13
  Waddell & Reed
  Columbia, SC
  Hartsville, SC
  Spartanburg, SC
  Sumter, SC
  Orangeburg, SC
  Greenville, SC

Other Businesses

1.08/01/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cornerstone Financial Management; Investment Related; at Reported Business Location(s); Start Date 08/22/2016; 160hrs/mth; 160hrs during trading 2.08/02/2016; (HYBRID) Good Life Advisors, LLC / Good Life Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 08/22/2016; 160hrs/mth; 160hrs during trading; 3.08/02/2016; (HYBRID) Cornerstone Financial Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 08/22/2016; 160hrs/mth; 160hrs during trading; 4.08/08/2017; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/20/2017; 1hrs/mth; 1hrs during trading 5.10/27/2017; Associates of Clifton Park; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/20/2017; 5hrs/mth; 1hrs during trading 6.04/21/2020; Fargo Forty LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2019; 1hrs/mth; 0hrs during trading 7.02/09/2024; Deaton Wealth Management; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 02/20/2024; 2hrs/mth; 0hrs during trading 8.08/05/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Deaton Price of Cornerstone Financial; Investment Related; at Reported Business Location(s); Start Date 08/03/2026; 0hrs/mth; 0hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-30
• S63 Uniform Securities Agent State Law Examination
  1984-03-23

Other Names

• Bob Deaton