Lemar Williams
LPL Financial - Traditions Wealth and Legacy Planning
801 International Parkway, Suite 500
Lake Mary, FL 32746
4075533573
About LPL Financial - Traditions Wealth and Legacy Planning
Financial professionals who partner with LPL Financial have the freedom to focus solely on your objectives. They recommend only the investment strategies that they believe will best serve you.
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
16
Number of Years with Current Firm
2
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
Yes
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
1%
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
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org 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
Disclaimer
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org