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Lara Lenora Williams

Truist Investment Services, Inc.

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About Lara Lenora Williams

Lara Lenora Williams is a financial professional who has been in the industry since December 20, 2018. Lara is currently registered with Truist Investment Services, Inc., a firm with an active Broker-Dealer scope and an inactive Investment Advisor scope. Lara is a Series 99 and SIE licensed professional. Lara holds a Series 99 license, which is also known as the Operations Professional Examination, and a SIE license, which is the Securities Industry Essentials Examination. The licenses were issued on December 21, 2018 and December 22, 2018, respectively.

Firm Information

Lara Williams is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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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Lara Williams’s Registration & Firm History

GA

12/21/2018 - Present

Truist Investment Services, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 12/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2018

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lara Lenora Williams.
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