Gregory WilliamsonCRD Number: 727192
Current Firm: Sunbelt Securities
Gregory Williamson (CRD# 727192) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 41 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Sunbelt Securities Inc.||Houston, TX||Sep 2019 - Current||2|
|Lexington Investment Company Inc (ria)||Lexington, KY||Jun 1990 - Dec 2019||29|
|Lexington Investment Company, Inc. (bd)||Lexington, KY||Jun 1990 - Dec 2019||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1981|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,145MILLIONS
Total Number of Accounts4,816ACCOUNTS
Average Account Value$237,835
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, GA, IA, IL, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY
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