Deanna Lynn Willson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2012 → 11/2016
  Wells Fargo Advisors Llc
  Temple, TX
• 11/2016 → 11/2020
  Wells Fargo Clearing Services, Llc
  Temple, TX
• 11/2020 → Present
  Raymond James Financial Services Inc.
  Temple, TX
• 11/2020 → Present
  Raymond James Financial Advisors
  Temple, TX

Previous Registrations

• 2012-10-15 → 2020-11-16
  Wells Fargo Clearing Services, Llc
  Temple, TX

Other Businesses

(1) Name of Business: Holmes Wealth Mgmt Address: 2010 Birdcreek Dr, Temple, TX, 76502, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Sales Asst (2) Name of Business: Oak Crest Advisors Address: 2010 Birdcreek Dr Ste 100, Temple, TX, 76502-1027, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent

Exams

• S66 Uniform Combined State Law Examination
  2012-10-13

Other Names

• Dee Dee Birk
• Deanna Lynn Gerster
• Deanna Lynn Gerster
• Dee Dee Willson