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Joshua Williams

Advisor at FMP Wealth Advisers

Updated today

Location

Lake Charles, LA 70601

Credentials

Series 65

Industry experience

1 year

About

Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Client services

Based on FMP Wealth Advisers

Financial planning Portfolio management Selection of other advisers

Expertise

Based on FMP Wealth Advisers

Active portfolio management Cash flow / budgeting

Occupation focus

Based on FMP Wealth Advisers

Founder/Business Owner Executive

Fee options

Fixed

Flat fee for financial plans based on complexity; ranges from $0 to $2,500.

Percentage

$0+: 0.15% to 1.0% $0+: SMA fixed income strategies: 0.60% to 1.30% $0+: SMA equity strategies: 0.60% to 1.50%

Other

Minimum fee: Flat fee amount ranges from $0 to $2,500.00 based on factors like meeting frequency and review responsibilities. Fee-only: Firm is strictly fee-only; does not accept commissions or any form of commission-based compensation.

Location

4841 Ihles Road

Lake Charles, LA 70601

Most active in

Louisiana

Work history

FMP Wealth Advisers

2022 - Present (4 years)

University of Southern Mississippi

2021 - 2022 (1 year)

FOCUS

2020 - 2021 (1 year)

University of Southern Mississippi

2017 - 2020 (3 years)

Meridian High School

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael F

Series 63, Series 65

Lake Charles, LA

Fullington & Associates, LLC

Michael Fullington is the sole advisor at Fullington & Associates, LLC in Lake Charles, Louisiana, holding Series 63 and Series 65 credentials with 16 years of industry experience. He has been with Fullington & Associates since 2004. Fullington & Associates provides ongoing asset management and personal financial planning for individual clients, managing approximately $10.1 million. The firm serves a small client base with a hands-on approach, combining various analytical methods in its investment decisions and maintaining written policies on personal trading and conflict disclosures.

General retirement planning
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Daniel F

CFP®, CFA®, Series 66

Lake Charles, LA

FMP Wealth Advisers

Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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John H

CFP®

Lake Charles, LA

FMP Wealth Advisers

John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Troy S

Series 63

Lake Charles, LA

Prosperity Capital Advisors

Troy Stine is a financial advisor with Prosperity Capital Advisors in Lake Charles, LA, holding a Series 63 designation and 26 years of industry experience. His prior roles include nearly a decade at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. He is active in financial education as the chapter president of the American Financial Education Alliance and an instructor for the Society of Financial Awareness. Additionally, Mr. Stine serves on the City of Lake Charles Alcohol Review Board and operates his own tax and wealth planning firm. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative investments, serving a broad range of clients including separate advisors and institutional investors.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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James S

Series 65

Lake Charles, LA

Chelsea Advisory Services, Inc.

Wealth management
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Ashley N

Series 66

Lake Charles, LA

Centaurus Financial, Inc.

Ashley Navarre is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones from 2017 to 2021. Outside of her advisory role, she programs workouts at CrossFit Lake Charles, a gym she has been involved with since 2009. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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