Lifecourse Capital, Inc
About this Advisor
Stephen Williams is a financial advisor working out of Madison, Alabama, who has been in the advisory business for 14 years. Williams is an advisor for Lifecourse Capital, Inc. During their career, the advisor has held roles at Next Financial Group, Inc and Life Course Capital Inc. Williams maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Georgia, Louisiana, Tennessee and Texas. Lifecourse Capital, Inc is a registered investment business that has its headquarters in Madison, Alabama. It handles $76 million in assets under management between its 2,352 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 2,352 accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types charged by Lifecourse Capital, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lifecourse Capital, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Williams Work History
Stephen has 14 years of experience.
Next Financial Group, Inc
Life Course Capital Inc
Stephen Williams has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lifecourse Capital, Inc