Lucien Williams, financial advisor Augusta GA

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 11 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 7
Caddie Master Enterprises Augusta, GA Jan 2004 - Current 20
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Lucien Z. Williams
Phone Number: (706) 840-0304
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $216,389
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, SC

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