Lemar WilliamsCRD Number: 5289624
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lemar Williams (CRD# 5289624) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Heathrow, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Bank Of America, N.a.||Heathrow, FL||Feb 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Heathrow, FL||Jul 2014 - Current||3|
|Bny Mellon Capital Markets, LLC||Lake Mary, FL||Nov 2013 - Jul 2014||< 1|
|Pershing LLC||Lake Mary, FL||Jun 2008 - Jul 2014||6|
|Rbc Professional Trader Group, LLC||West Palm Beach, FL||Jun 2007 - May 2008||< 1|
|Florida Atlantic University||Boca Raton, FL||Jan 2004 - May 2007||3|
|Sun American Bank||Palm Beach Gardens, FL||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Jul 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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