Grace
Lopez-Williams
Avantax Advisory Services
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About this Advisor
Grace Lopez-Williams is a financial advisor based in Norcross, Georgia, working with Avantax Advisory Services. Grace has previously held positions at Grace M Williams Cpa Pc, Avantax Investment Services, Avantax Advisory Services, Pfs Investments Inc, Avantax Investment Services, Inc, Avanatax Insurance Agency, LLC, and Grace M Williams And Associates, Inc. Grace has passed the Series 63 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Grace is part of Avantax Advisory Services, which operates out of Norcross, Georgia. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Grace Lopez-Williams Work History
Avantax Investment Services, Inc
Avanatax Insurance Agency, LLC
Avantax Advisory Services
Grace M Williams Cpa Pc
Grace M Williams And Associates, Inc
Pfs Investments Inc
Avantax Investment Services
Avantax Advisory Services
Disclosures
Please visit the SEC profile of Grace Lopez-Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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