Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lavon? Claim Your ProfileLavon Williams is a registered investment advisor with over 30 years of experience in the financial services industry. Lavon is currently affiliated with Osaic Wealth, Inc., where Lavon offers a variety of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Prior to joining Osaic Wealth, Lavon was associated with SAGEPOINT FINANCIAL, INC. Lavon holds a Series 7, Series 63, Series 24, and Series 51 license, as well as a Uniform Investment Adviser Law Examination (Series 65). Lavon has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OK
09/01/2023 - Present
Osaic Wealth, Inc. (POTEAU OK)
OK
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (POTEAU OK)
AZ
03/11/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
OK
06/01/1995 - 03/11/1997
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
MO
04/13/1993 - 06/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 04/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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