Griffith & Werner, Inc
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About this Advisor
Weslee Williams is a financial advisor operating out of Canton, Georgia, with a total of 7 years of relevant experience. Williams is on the advisory team at Griffith & Werner, Inc. Throughout their career, they have worked at Lincoln Financial Services, Dba - Griffith & Werner, Inc and Proequities Inc. Williams holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Griffith & Werner, Inc is a financial advisory company operating out of Canton, GA. The company has just three employees. It oversees $131 million in assets between its 331 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 331 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. Griffith & Werner, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on the type of financial services provided. However, fee types billed by Griffith & Werner, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Griffith & Werner, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Weslee Williams Work History
Weslee has been registered as a financial advisor for 7 years.*
Dba - Griffith & Werner, Inc
Lincoln Financial Services
*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.
Please visit the SEC profile of Weslee 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 Griffith & Werner, Inc
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 firstname.lastname@example.org.
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