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Uriah Deshawn Williams

Intelus Advisory Group, LLC

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About Uriah Deshawn Williams

Uriah Deshawn Williams is a financial advisor who has been in the industry since 2015. Uriah is currently registered with Intelus Advisory Group, LLC, and is licensed to conduct business in Alabama, Georgia, North Carolina, and Texas. Uriah holds Series 6, 7, 31, and SIE licenses, along with the Series 63 and 65 exams. Uriah has experience with a number of firms including Wells Fargo Advisors, LLC and Morgan Stanley. Uriah works with individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Uriah Williams is currently registered with Intelus Advisory Group, LLC. Intelus Advisory Group, LLC is an investment advisor that specializes in financial planning and portfolio management for individuals, high-net-worth individuals, and pension and profit-sharing plans. They have a total of 328 accounts under management with approximately $69.9 million in assets. The firm is headquartered in [Location], [State].

$69.89M

Assets Under Management

3

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Uriah Williams’s Registration & Firm History

AL

02/13/2023 - Present

Intelus Advisory Group, LLC (BIRMINGHAM AL)

AL

07/13/2016 - 02/23/2023

MORGAN STANLEY (Birmingham AL)

AL

09/04/2015 - 05/23/2016

WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 10/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2017

Series 31 - Futures Managed Funds Examination

BC

Issued 07/13/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/04/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Uriah Deshawn Williams.
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