Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucien? Claim Your ProfileLucien Zadoc Williams is a registered investment advisor representative with Williams Wealth Management, Inc. in Augusta, GA. Lucien has been in the securities industry since 2012 and has passed the Series 66, Series 7, and SIE exams. Lucien is also an independent licensed insurance agent. Williams Wealth Management, Inc. provides financial planning and portfolio management services for individuals, corporations, and high-net-worth individuals. The firm's assets under management are over $33 million.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
10/25/2024 - Present
Williams Wealth Management, Inc. (AUGUSTA GA)
GA
06/04/2012 - 10/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
BOTH
Issued 07/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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