Lauren
Williams

Comerica Securities

CRD#5504831
Investment Advisor
in Dallas, TX

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About this Advisor

Lauren Williams is a financial advisor working out of Dallas, Texas, with a total of 4 years of industry experience. Williams works at Comerica Securities. Their career trajectory has included roles at Ubs Financial Services Inc, Wedbush Securities, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Raa, Bokf, Na, Bok Financial Securities, Inc and Comerica Securities, Inc. Williams holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Texas. Comerica Securities is a financial advisory company operating out of Detroit, MI. The firm has offices in 24 locations and a total of 211 advisors. It oversees $2 billion in assets across its 4,527 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 4,527 accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets. The firm offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on the services offered. However, fees charged by Comerica Securities can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8850 Boedeker
Dallas, TX 75225

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Comerica Securities Brokerage Details

Total Assets Under Management

$2,385,128,214

TX Average: $943,424,332
Total Number of Employees

211

TX Average: 21
Total Number of Accounts

4,527

TX Average: 1,586
Average Account Size

$526,867

TX Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Lauren Williams Work History

Lauren has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Comerica Securities, Inc

2018 - 2018 (< 1 year)

Raa

2018 - 2019 (1 year)

Bokf, Na

2018 - 2019 (1 year)

Bok Financial Securities, Inc

2017 - 2017 (< 1 year)

Wedbush Securities

2017 - 2018 (1 year)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

Raymond James Financial Services Advisors Inc

2012 - 2017 (5 years)

Ubs Financial Services Inc

*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 Lauren 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 Comerica Securities

Janet Carrasco
Phoenix, AZ
Derek Yoder
Dallas, TX
Michael Correll
Farmington, MI
Dennile Haddock
Farmington, MI
Lisa Bailey
Bloomfield Hills, MI
Bruce Sellars
Detroit, MI
Robert Nagy
Los Angeles, CA
Kathleen Jones
Grand Rapids, MI

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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