Lance Williams, financial advisor Hattiesburg MS

Lance Williams

CRD Number: 4748625
Current Firm: Newsong Capital Management, Inc.

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.

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Simplified Wealth Management
Company Name Location Dates Years
Newsong Capital Management, Inc. Hattiesburg, MS Aug 2018 - Current 4
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
Contact Info for Lance R. Williams
Phone Number: 601-909-6117
Registered State(s):
  • AL
  • CA
  • LA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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