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Katherine Lea Williams

Elevation, LLC

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About Katherine Lea Williams

Katherine Williams is a financial professional with a Series 27 license and is registered with FINRA and Elevation, LLC. Katherine has been in the industry since March 26, 2023. Katherine's current firm, Elevation, LLC, is located in Charlotte, NC.

Firm Information

Katherine Williams is currently registered with Elevation, LLC. Elevation, LLC is a Limited Liability Company formed in December 2005 and is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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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Katherine Williams’s Registration & Firm History

NC

03/27/2023 - Present

Elevation, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 03/27/2023

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Lea Williams.
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