Louis Williams, financial advisor Birmingham AL

Louis Williams

CRD Number: 6938988
Current Firm: Cahaba Wealth Management, Inc.

Louis Williams (CRD# 6938988) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Birmingham, AL and has over 3 years of experience in the finance industry. Louis Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cahaba Wealth Management, Inc. Birmingham, AL Apr 2018 - Current 3
Cahaba Wealth Management, Inc. Birmingham, AL Feb 2018 - Current 3
Price Water House Coopers Nashville, TN Sep 2016 - Feb 2018 1
University Of Alabama Tuscaloosa, AL Jun 2011 - Aug 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Louis S. Williams
Phone Number: 404-549-7678
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    950
    MILLIONS
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $1,672,481
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, IN, LA, MS, NC, SC, TN, TX

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