Qaadir
Williams

Ameritas Advisory Services, LLC

CRD#6399946
Investment Advisor
in Houston, TX

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About this Advisor

Qaadir Williams is a financial advisor working out of Houston, Texas with 2 years of relevant experience. Williams is currently employed by Ameritas Advisory Services, LLC. Throughout their career, Williams has worked at Edward Jones, Hendrick Automotive, Ameritas Investment Corp, Ameritas Life Insurance Corp, The Afp Group, United Wealth Advisory Group, Ameritas Advisory Services, LLC and Williams Wealth Management LLC. Williams has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Ameritas Advisory Services, LLC is a registered investment firm that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 advisors. It handles $9 billion in assets among its 35,218 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 38 charitable organizations. Of its 35,218 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a broad range of services, including 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. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Ameritas Advisory Services, LLC most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

$8,534,798,484

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

592

TX Average: 226
Total Number of Accounts

35,218

TX Average: 7,467
Average Account Size

$242,342

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

Qaadir Williams Work History

Qaadir has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2021 - Present (3 years)

Williams Wealth Management LLC

2018 - Present (6 years)

Ameritas Investment Corp

2018 - Present (6 years)

Ameritas Life Insurance Corp

2018 - Present (6 years)

The Afp Group

2018 - Present (6 years)

United Wealth Advisory Group

2014 - 2018 (4 years)

Edward Jones

2013 - 2014 (1 year)

Hendrick Automotive

*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 Qaadir 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

Eric Stevens
Exeter, CA
Catherine Jones
Lincoln, NE
Elizabeth Fowlks
Sudbury, MA
Christopher Riel
San Ramon, CA
Patrick Kim
Los Angeles, CA
Craig Hausz
Dallas, TX
Daniel Billings
Greensboro, NC
Amanda Ross
Appleton, WI

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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