Unclaimed
Milton Wells Williams is a registered investment advisor representative with Crawford Investment Counsel Inc. Milton has been in the securities industry since 1986 and has been with Crawford Investment Counsel Inc. since 1994. Milton holds the Series 3, Series 7, and Series 63 licenses. Milton specializes in portfolio management for individuals, businesses and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
04/09/2003 - Present
Crawford Investment Counsel Inc. (ATLANTA GA)
NA
05/22/1986 - 03/04/1988
THE ROBINSON-HUMPHREY COMPANY INC.
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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