Lemar Williams

Home > Financial Advisor Directory > florida > lake mary

About Lemar Williams

Lemar Williams is dedicated to helping families seek their wealth potential in alignment with their goals, values, and principles. As a wealth and legacy planner, he offers comprehensive financial plans that include guidance for your trust, estate planning, insurance, and investment needs.

See Disclosures

General Information

Firm Start Year

1989

CRD#

5289624

Firm CRD#

6413

States Licensed in

FL,TX,MD,MI,NY

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Lemar Williams has acquired multiple designations to better serve his clients. He is a Certified Financial Planner^™ (CFP^®) Practitioner, a designation from the Certified Financial Planner Board of Standards, Inc. A Chartered Life Underwriter^® (CLU^®) designee, a professional designation awarded by the American College of Financial Services. A Certified Trust and Fiduciary Advisor (CTFA) designee, a designation offered through the ABA institute of Certified Bankers. He is also a Certified Private Wealth Advisor^® (CPWA^®) professional, a designation achieved through the Investments & Wealth Institute. Lemar graduated from Florida Atlantic University with a bachelor's degree in finance and received his MBA from Nova Southeastern University. He also completed the Wealth Management Theory and Practice program offered by the Yale School of Management.

Work with the following types of clients

Businesses, Individual Investors

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPWA^®, CLU^®

Securities Licenses

Series 65, Series 7, Series 55, Series 63

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability, Accident, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Commissions, Based on Assets

Additional Details on Charges

An Investment relationship of 500K or more will provide professional Investment Management, Financial Planning, and Retirement Services for one transparent rate. There is also the potential for discounted rates as your Investment Relationship grows. You can choose not to have any Investment Relationship and pay a minimum monthly fee for Financial Planning and Retirement Services.

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

$400

Education

Bachelor's - Finance

Florida Atlantic University
2005 -2007

Master's in Business Adminstration - Finance

Nova Southeastern University
2010 -2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

LPL Financial - Traditions Wealth and Legacy Planning