Paulette Rhodes Williamson

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

• 09/1986 → 07/2021
  Waddell & Reed, Inc.
  Memphis, TN
• 04/1987 → 07/2021
  Various Insurance Carriers
  Memphis, TN
• 03/2015 → 07/2021
  Unity Church Of Practical Christianity
  Cordova, TN
• 08/2017 → 07/2021
  7145 Euclid Inc
  Lynwood, IL
• 02/2020 → 07/2021
  6060 Group Llc
  Memphis, TN
• 07/2021 → Present
  Lpl Financial Llc
  Memphis, TN

Previous Registrations

• 1998-09-03 → 2021-07-21
  Waddell & Reed
  Memphis, TN
  Memphis, TN
  Nashville, TN
  Charleroi, PA
  Memphis, TN

Other Businesses

1. 08/2017-Present, 7145 Euclid INC, Lynwood, IL, Inv-Related: N, LLC, President, 0 Hrs/ Month, 0 Sec Trading Hrs. 2. 02/2020-PRESENT,6060 GROUP LLC,MEMPHIS TN,NON INVESTMENT RELATED,LLC,MANAGING MEMBER,12 HRS/MO 8 HRS/MO DURING TRADING 3. 4/11/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 03/01/2023 - 8 Hours Per Month/0 Hours During Securities Trading 4. 12/27/2024- No Business Name - DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 12/19/2024- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-01
• S63 Uniform Securities Agent State Law Examination
  1991-11-06

Other Names

• Paulette Williams
• Paulette Williamson