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Julius Williams

Truist Securities, Inc.

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About Julius Williams

Julius Williams is a financial professional with over 20 years of experience in the industry. Julius is currently registered with Truist Securities, Inc. in Georgia. Prior to that, Julius was employed by SunTrust Investment Services, Inc., Cetera Investment Services LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., Compass Brokerage, Inc., and Salomon Smith Barney Inc. Julius has a diverse background in the industry with experience in both brokerage and investment advisory roles. Julius holds licenses in both the brokerage and investment advisory industries, including Series 7, 24, 53, 63 and 65.

Firm Information

Julius Williams is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Julius Williams’s Registration & Firm History

GA

08/21/2018 - Present

Truist Securities, Inc. (ATLANTA GA)

GA

01/06/2015 - 07/25/2018

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

AL

04/30/2013 - 10/01/2013

CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)

AL

02/08/2012 - 03/31/2012

MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)

TN

05/04/2007 - 10/12/2010

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

AL

11/04/2003 - 05/01/2007

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

AL

02/12/2002 - 11/05/2003

COMPASS BROKERAGE, INC. (BIRMINGHAM AL)

NY

03/18/1999 - 02/11/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/20/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Julius Williams. Review regulatory record here.
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