Latasha
Bond Williams
Bison Advisors
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About this Advisor
Latasha Bond Williams is a financial advisor operating out of Hartwell, Georgia with a total of 1 year of industry experience. Bond Williams currently works for Bison Advisors. The advisor has gained experience at Cape Securities, Inc, Readycam Telecommuniations, Securities And Exchange Commission, Independent Consultant For Securities Regulation And Other Areas, Neolife and Bison Advisors, LLC. Bond Williams maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Bison Advisors is a business operating out of Hartwell, GA. The firm has offices in three locations and a total of 15 financial advisors. It has $454 million in assets under management between its 2,228 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 2,228 customer accounts, just 7% belong to high-net-worth clients who have more than $1 million in investable assets. Bison Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors usually are based on which services are offered. However, fee types billed by Bison Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bison Advisors Brokerage Details
$454,279,174
15
2,228
$203,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Latasha Bond Williams Work History
Latasha has been registered as a financial advisor for 1 years.*
Bison Advisors, LLC
Readycam Telecommuniations
Cape Securities, Inc
Independent Consultant For Securities Regulation And Other Areas
Neolife
Securities And Exchange Commission
*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 Latasha Bond 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 Bison Advisors
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Cornelius, NC
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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