Lavendel Williams (CRD# 7062280) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Jacksonville, FL and has over 3 years of experience in the finance industry.
CRD# 7339646
Origin Financial
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 2581945
Deutsche Bank Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | Jacksonville, FL | Nov 2021 - Current | 2 |
| Florida State College At Jacksonville | Jacksonville, FL | Aug 2017 - Current | 6 |
| Fidelity Brokerage Services LLC | Jacksonville, FL | Feb 2020 - Nov 2021 | 1 |
| Kasa Inc. | Jacksonville, FL | Sep 2019 - Jan 2020 | < 1 |
| Merrill Lynch | Jacksonville, FL | Jul 2019 - Dec 2019 | < 1 |
| Walmart Inc. | Jacksonville, FL | Apr 2019 - Jul 2019 | < 1 |
| Walgreens Company | Jacksonville, FL | Nov 2018 - Apr 2019 | < 1 |
| Southern King Holdings LLC | Jacksonville, FL | Nov 2015 - Nov 2018 | 3 |
| Walmart Inc. | Jacksonville, FL | Dec 2016 - Mar 2017 | < 1 |
| Biscayne High School | Jacksonville, FL | Jan 2016 - Jun 2016 | < 1 |
| Target Inc. | Jacksonville, FL | Dec 2015 - Feb 2016 | < 1 |
| Flvs (florida Virtual School) | Jacksonville, FL | Aug 2014 - Jan 2016 | 1 |
| Englewood High School | Jacksonville, FL | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- FL
-
Total Assets Under Management34,864MILLIONS
-
Total Number of Accounts53,776ACCOUNTS
-
Average Account Value$648,319
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.