Unclaimed Profile

Donald Lloyd Williams

TMFS-HARRISBURG, LLC·HARRISBURG, Pennsylvania

Series 7, Series 8, Series 63, Series 65Clean record22 years registeredTMFS-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 · 22 years registered

Brand Profile

Not yet started

Career History

PRIME CAPITAL FINANCIAL

Apr 2019 – present

FINANCIAL ENGINES ADVISORS L.L.C.

Oct 2016 – May 2019

TAMPA, FL

FINANCIAL ENGINES ADVISOR CENTER, LLC

Jul 2015 – Dec 2016

TAMPA, FL

THE MUTUAL FUND STORE

Mar 2012 – Feb 2015

JACKSONVILLE, FL

THE MUTUAL FUND STORE

Nov 2011 – Sep 2015

BRANDON, FL

THE MUTUAL FUND STORE

Nov 2008 – Nov 2011

UNIVERSITY PARK, FL

THE MUTUAL FUND STORE

Mar 2006 – Nov 2011

BRANDON, FL

CORNERSTONE ADVISORS ASSET MANAGEMENT INC

Jul 2004 – Jan 2006

BETHLEHEM, PA

CORNERSTONE INSTITUTIONAL INVESTORS, INC.

Jul 2004 – Jan 2006

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · July 8, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TMFS-HARRISBURG, LLC

CRD 144963 · SEC 801-71432

AUM

$36M

Regulatory assets under management

Employees

457 client accounts

Services offered by TMFS-HARRISBURG, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TMFS-HARRISBURG, LLC →

Introduction

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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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