David
Williams
Loc Investment Advisers
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About this Advisor
David Williams is a certified financial planner operating out of Hurricane, West Virginia with 27 years of industry experience. Williams currently works for Loc Investment Advisers. They have spent their whole employment at Loc Investment Advisers. Williams has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and West Virginia. Loc Investment Advisers is a registered investment firm operating out of Hurricane, WV. It has a total of 12 employees. It manages $653 million in assets under management across its 2,160 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 2,160 customer accounts, 30% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Loc Investment Advisers provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the financial services. Fees charged by Loc Investment Advisers typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Loc Investment Advisers Brokerage Details
$652,791,733
12
2,160
$302,218
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Williams Work History
David has been registered as a financial advisor for 27 years.*
Lanham, O'Dell & Company
*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 David 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 Loc Investment Advisers
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
