Lucien Williams, financial advisor Augusta GA
93 score

Lucien Williams

CRD Number: 6054390
Current Firm: Williams Wealth Management, Inc.

Lucien Williams (CRD# 6054390) is an Investment Advisor Representative working at Williams Wealth Management, Inc. in Augusta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Williams Wealth Management, Inc. Augusta, GA Jul 2016 - Current 1
Caddie Master Enterprises Augusta, GA Jan 2004 - Current 14
Bank Of America, N.a. Augusta, GA Nov 2012 - Oct 2016 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Augusta, GA Mar 2012 - Oct 2016 4
Williams Management Company Augusta, GA Jan 2010 - Mar 2012 2
Tenth Mountain Home Services Aspen, CO Aug 2011 - Oct 2011 < 1
Aspen Ski Mart Aspen, CO Nov 2007 - Apr 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Lucien Z. Williams
Phone Number: (706) 814-6076
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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