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Lionel O Williams

PFS Investments Inc.

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About Lionel O Williams

Lionel Williams is a financial advisor registered with PFS Investments Inc. Lionel has over 20 years of experience in the financial services industry. Lionel is a registered representative in Florida, Connecticut, Georgia, New Jersey, New York, and Virginia. Lionel offers financial planning services, including portfolio management for individuals. Lionel has a Series 6, Series 63, Series 65, Series 26, and SIE license.

Firm Information

Lionel Williams is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Lionel Williams’s Registration & Firm History

FL

11/17/2022 - Present

PFS Investments Inc. (FORT LAUDERDALE FL)

NY

11/10/2011 - 04/01/2013

PFS INVESTMENTS INC. (MT VERNON NY)

NY

03/13/2009 - 12/31/2009

PFS INVESTMENTS INC. (BRONX NY)

NY

04/27/2006 - 11/05/2007

PFS INVESTMENTS INC. (BRONX NY)

GA

05/06/2005 - 08/12/2005

PFS INVESTMENTS INC. (DULUTH GA)

GA

08/02/2002 - 12/31/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/25/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/04/2021

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lionel O Williams.
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