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Zaphrey Llwellyn Williams

LEO Wealth, LLC

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About Zaphrey Llwellyn Williams

Zaphrey Williams, has been in the securities industry since 1994. Currently, Zaphrey is a registered representative of LEO Wealth, LLC in Hurst, Texas. Zaphrey has held registrations with Fidelity Brokerage Services, Inc., Waddell & Reed, Inc., and First Midwest Securities, Inc. Zaphrey is Series 6, Series 63, and SIE licensed. Zaphrey provides financial planning services for individuals, businesses and pension and profit-sharing plans.

Firm Information

Zaphrey Williams is currently registered with LEO Wealth, LLC. LEO Wealth, LLC is an investment advisor located in Hurst, Texas with approximately $1 billion to $10 billion in assets under management. The firm advises high-net-worth individuals, corporations, and pension plans. They offer financial planning, selection of other advisors, and portfolio management for individuals and businesses.
LEO Wealth, LLC

860 AIRPORT FREEWAY

HURST, TX 76054

$1.52B

Assets Under Management

Not reported

Total Clients

19

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Financial planning fees

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Zaphrey Williams’s Registration & Firm History

TX

10/11/2021 - Present

LEO Wealth, LLC (HURST TX)

IL

04/05/2004 - 06/04/2004

FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)

KS

11/05/1997 - 04/06/2004

WADDELL & REED, INC. (OVERLAND PARK KS)

RI

02/22/1994 - 06/25/1997

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Zaphrey Llwellyn Williams. Review regulatory record here.
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