Lauren
Williams
Tci Wealth Advisors, Inc
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About this Advisor
Lauren Williams is a certified financial planner working out of Tucson, Arizona who has 4 years of relevant experience. Williams works at Tci Wealth Advisors, Inc. Over the course of their career, they have held roles at Tci Wealth Advisors, Inc, Western & Southern Financial and Pnc Bank. Williams holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Colorado. Tci Wealth Advisors, Inc is a registered investment firm that has its headquarters in Tucson, AZ. The company has offices in five locations and a total of 54 people on staff. It has $3 billion in assets between its 9,496 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 9,496 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Tci Wealth Advisors, Inc has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by Tci Wealth Advisors, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tci Wealth Advisors, Inc Brokerage Details
$3,431,526,695
54
9,496
$361,365
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lauren Williams Work History
Lauren has been registered as a financial advisor for 4 years.*
Tci Wealth Advisors, Inc
Pnc Bank
Western & Southern Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tci Wealth Advisors, Inc
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
