Lance Williams (CRD# 4748625) is an Investment Advisor Representative working at Newsong Capital Management, Inc. in Hattiesburg, MS and has over 19 years of experience in the finance industry.
CRD# 4712192
Cetera Investment Advisers LLC
CRD# 4885761
Icom Advisors, LLC
CRD# 4492120
Simplified Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newsong Capital Management, Inc. | Hattiesburg, MS | Aug 2018 - Current | 5 |
| Lpl Financial LLC | Hattiesburg, MS | Sep 2015 - Aug 2018 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2015 - Aug 2015 | < 1 |
| Northwestern Mutual Investment Services, LLC | Hattiesburg, MS | Jul 2008 - Aug 2015 | 7 |
| Northwestern Mutual Investment Services, LLC | Hattiesburg, MS | Jul 2008 - Aug 2015 | 7 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2003 - Aug 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
- AL
- CA
- LA
- MS
- TN
- TX
-
Total Assets Under Management70MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$334,928
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, CA, LA, MS, TN, TX
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