Advisor at Williams Wealth Management, Inc.
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Firm
Williams Wealth Management, Inc.
Location
Augusta, GA 30909
Credentials
Series 66
Industry experience
13 years
Lucien Williams is the principal of Williams Wealth Management, Inc. in Augusta, GA, with 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2016. Outside of his advisory role, he has served as a caddie at Augusta National Golf Club since 2004. Williams Wealth Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm combines fundamental and cyclical analysis with a long-term trading approach, typically recommending portfolios with a majority allocation to individual equities and documenting client risk tolerance and objectives in an Investment Policy Statement.
$0 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
Commission from sale of life insurance and annuities as independent insurance agent, but not primary source of compensation.
3540 Wheeler Road, Suite 106
Augusta, GA 30909
Georgia · South Carolina
Williams Wealth Management, Inc.
2016 - Present (10 years)
Bank Of America, N.a.
2012 - 2016 (4 years)
Merrill Lynch, Pierce, Fenner and Smith Incorporated
2012 - 2016 (4 years)
Caddie Master Enterprises
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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