Advisor at HMV Wealth Advisors, LLC
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Firm
HMV Wealth Advisors, LLC
Location
Shreveport, LA 71101
Credentials
Series 63, Series 65
Industry experience
15 years
Roderick Williams is a financial advisor at HMV Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HMV Wealth Advisors since 2018, with prior experience at Heard, McElroy & Vestal LLC and PFS Investments Inc. Outside of advisory work, Mr. Williams serves as a tax manager at an accounting firm and is trustee of a family children's trust. HMV Wealth Advisors provides discretionary investment management and retirement-plan advisory services to individuals, high-net-worth clients, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs a broadly diversified, passive investment approach grounded in modern portfolio theory and integrates tax and retirement-plan support through its affiliation with an accounting firm.
Based on HMV Wealth Advisors, LLC
Based on HMV Wealth Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
Account minimum: $1,000,000 for Investment Management Services; $500,000 minimum for management services of portfolios of individual fixed income securities
333 Texas Street, Suite 1525
Shreveport, LA 71101
Louisiana · Texas
HMV Wealth Advisors, LLC
2018 - Present (8 years)
Heard, Mcelroy, & Vestal Llc
2015 - Present (11 years)
Primerica Advisors
2009 - 2018 (9 years)
Primerica Financial Services
2009 - 2018 (9 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
CFP®, Series 63, Series 66
Shreveport, LA
R.S. Mattei & Company, Inc.
Series 63, Series 65
Bossier City, LA
Manna Wealth Strategies, LLC
Series 63, Series 65
Shreveport, LA
Montgomery Wealth Advisors
Series 63, Series 65
Shreveport, LA
Graham Financial
Series 65
Shreveport, LA
DBA/Rankin Capital Investment Management
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
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