Stephen
Williams

Lifecourse Capital, Inc

CRD#2395948
Investment Advisor
in Madison, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 63, Series 65

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

8331 Madison Blvd., Ste. 100
Madison, AL 35758

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

Total Assets Under Management

$76,409,032

AL Average: $1,620,585,161
Total Number of Employees

5

AL Average: 52
Total Number of Accounts

2,352

AL Average: 1,560
Average Account Size

$32,487

AL Average: $1,038,837

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Stephen Williams Work History

Stephen has 14 years of experience.

2007 - Present (14 years)

Next Financial Group, Inc

2006 - Present (15 years)

Life Course Capital Inc

Disclosures

Stephen Williams has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lifecourse Capital, Inc

Allen Sandlin
Madison, AL
David Williams
Huntsville, AL
Michael Jones
Madison, AL
Stephen Williams
Madison, AL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started