David
Williams
Loc Investment Advisers
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About this Advisor
David Williams is a financial advisor based in Hurricane, West Virginia, working with Loc Investment Advisers. David has previously held a position at Lanham, O'Dell & Company. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and West Virginia. Currently, David is part of Loc Investment Advisers, which operates out of Hurricane, West Virginia. The firm has 1 office and 12 employees. The firm manages assets totaling $708.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Loc Investment Advisers includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Loc Investment Advisers Brokerage Details
$708,247,570
12
2,200
$321,931
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Williams Work History
Lanham, O'Dell & Company
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
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