Unclaimed Profile

Donald Lloyd Williams

TMFS-HARRISBURG, LLC·HARRISBURG, Pennsylvania

TMFS-HARRISBURG, LLC

2308 PATTON ROAD, HARRISBURG, PA 17112CRD# 1950478Firm CRD# 144963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Lloyd Williams · HARRISBURG, PA

Registration

CRD #1950478 · TMFS-HARRISBURG, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Donald Lloyd Williams is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with TMFS-HARRISBURG, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

TMFS-HARRISBURG, LLC

THE MUTUAL FUND STORE

AUM

$36M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TMFS-HARRISBURG, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1950478

Firm CRD# 144963

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Lloyd Williams offer?

Donald Lloyd Williams specializes in Investment Management, Fee-Only Advisory. Contact their office in HARRISBURG, Pennsylvania for a consultation.

What are Donald Lloyd Williams's credentials?

Donald Lloyd Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Lloyd Williams located?

Donald Lloyd Williams is based in HARRISBURG, Pennsylvania, working with TMFS-HARRISBURG, LLC. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.

How does Donald Lloyd Williams charge for services?

Donald Lloyd Williams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS-HARRISBURG, LLC?

TMFS-HARRISBURG, LLC has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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