Unclaimed Profile

Julius Williams

MORGAN ASSET MANAGEMENT, INC.·BIRMINGHAM, Alabama

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65MORGAN ASSET MANAGEMENT, INC.

1901 6TH AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 3178162Firm CRD# 111715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julius Williams · BIRMINGHAM, AL

Registration

CRD #3178162 · MORGAN ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

REGIONS INVESTMENT MANAGEMENT, INC.

CRD 111715 · SEC 801-27629

AUM

$17.0B

Regulatory assets under management

Employees

2 client accounts

Services offered by REGIONS INVESTMENT MANAGEMENT, INC.

Per Form ADV

Selection of other advisers

View all advisors at REGIONS INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Julius Williams offer?

Julius Williams specializes in Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Julius Williams's credentials?

Julius Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julius Williams located?

Julius Williams is based in BIRMINGHAM, Alabama, working with MORGAN ASSET MANAGEMENT, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Julius Williams charge for services?

Julius Williams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORGAN ASSET MANAGEMENT, INC.?

MORGAN ASSET MANAGEMENT, INC. has approximately 29 employees and manages $17.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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