Lavendel WilliamsCRD Number: 7062280
Current Firm: Citigroup Global Markets Inc.
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.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
|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|
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
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
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