Stifel, Nicolaus & Company, Inc
About this Advisor
Joshua Williams is a financial advisor who works in Lagrange, Georgia, who has 10 years of financial industry experience. Williams is currently employed by Stifel, Nicolaus & Company, Inc. The advisor has gained experience at Stifel, Nicolaus & Company, Inc, J & L Ventures and Coca-Cola Refreshments. Williams maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Stifel, Nicolaus & Company, Inc is a financial advisory business that has its headquarters in Lagrange, Georgia. The investment advisory business has offices in 434 locations and a total of 6,384 financial advisors. It manages $149 billion in assets under management among its 316,625 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,274 charitable organizations. Of its 316,625 customer accounts, 27% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely vary depending on which service is provided. However, fees billed by Stifel, Nicolaus & Company, Inc may include some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joshua Williams Work History
Joshua has 10 years of experience.
Stifel, Nicolaus & Company, Inc
J & L Ventures
Joshua Williams has disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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