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Stephen Joe Williams

LIFECOURSE CAPITAL, INC.·MADISON, Alabama
SIE, Series 7, Series 24, Series 51, Series 63, Series 6524 years registeredLIFECOURSE CAPITAL, INC.
8331 MADISON BLVD., MADISON, AL 35758CRD# 2395948Firm CRD# 128583

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Joe Williams · MADISON, AL
Registration
CRD #2395948 · LIFECOURSE CAPITAL, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

VERUS CAPITAL PARTNERS, LLC
Oct 2025 – present
LIFECOURSE CAPITAL, INC.
Feb 2005 – Oct 2025
MADISON, AL
SSN ADVISORY, INC.
Oct 2003 – Jul 2004
HUNTSVILLE, AL
RAYMOND JAMES FINANCIAL SERVICES
Dec 2001 – Oct 2003
HUNTSVILLE, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 65
Registration record
First registered · December 3, 2001
Years registered · 24
03

Disclosure History

2007Regulatory·Final
2004Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LIFECOURSE CAPITAL, INC.
CRD 128583 · SEC 801-126637
AUM
$126M
Regulatory assets under management
Employees
4
1,385 client accounts
Services offered by LIFECOURSE CAPITAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFECOURSE CAPITAL, INC. →
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05

Frequently Asked Questions

What services does Stephen Joe Williams offer?
Stephen Joe Williams specializes in Financial Planning, Investment Management. Contact their office in MADISON, Alabama for a consultation.
What are Stephen Joe Williams's credentials?
Stephen Joe Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Joe Williams located?
Stephen Joe Williams is based in MADISON, Alabama, working with LIFECOURSE CAPITAL, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Stephen Joe Williams charge for services?
Stephen Joe Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFECOURSE CAPITAL, INC.?
LIFECOURSE CAPITAL, INC. has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIFECOURSE CAPITAL, INC.

Michael Dwain Jones
MADISON, AL

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