Chantel
Williams

Ameritas Advisory Services, LLC

CRD#6656291
Investment Advisor
in Houston, TX

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About this Advisor

Chantel Williams is a financial advisor based in Houston, Texas, working with Ameritas Advisory Services, LLC. Chantel has previously held positions at Edward Jones, Yusen Logistics, C.H. Robinson, Ameritas Investment Corp, The Afp Group, Ameritas Advisory Services, LLC, and Williams Wealth Management LLC. Chantel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Chantel is part of Ameritas Advisory Services, LLC, which operates out of Houston, Texas. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. 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, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

602 Sawyer St Ste 120
Houston, TX 77007

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

TX Average: $1,978,216,465
Total Number of Employees

545

TX Average: 226
Total Number of Accounts

39,033

TX Average: 7,467
Average Account Size

$263,605

TX Average: $264,928

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

Chantel Williams Work History

2021 - Present (3 years)

Ameritas Investment Corp

2021 - Present (3 years)

The Afp Group

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2021 - Present (3 years)

Williams Wealth Management LLC

2016 - 2021 (5 years)

Edward Jones

2014 - 2016 (2 years)

Yusen Logistics

2008 - 2014 (6 years)

C.H. Robinson

Disclosures

Please visit the SEC profile of Chantel 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 Ameritas Advisory Services, LLC

Nicholas Smith
Dallas, TX
Scott Thole
Minneapolis, MN
Paul Mattke
Milton, FL
Branden Heins
Surprise, AZ
David Lien
Irvine, CA
Michael Mccarthy
Toledo, OH
Quinton Storm
Tulsa, OK
Tyler Mainquist
Lincoln, NE

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