Unclaimed Profile

Thomas Lyle Williams

AON RETIREMENT PLAN ADVISORS, LLC·ATLANTA, Georgia

SIE, Series 6, Series 63CFAClean record19 years registeredAON RETIREMENT PLAN ADVISORS, LLC

3550 LENOX ROAD NE, ATLANTA, GA 30326CRD# 4641870Firm CRD# 136462

Profile Verification

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

Identity

Thomas Lyle Williams · ATLANTA, GA

Registration

CRD #4641870 · AON RETIREMENT PLAN ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AON RETIREMENT PLAN ADVISORS, LLC

AON RETIREMENT PLAN ADVISORS, LLC

Jan 2012 – Dec 2019

ATLANTA, GA

AON RETIREMENT PLAN ADVISORS, LLC

Feb 2009 – Dec 2011

ATLANTA, GA

SOVEREIGN WEALTH MANAGEMENT INC

May 2007 – Jul 2008

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · May 10, 2007

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AON RETIREMENT PLAN ADVISORS, LLC

CRD 136462 · SEC 801-64559

AUM

$3M

Regulatory assets under management

Employees

16 client accounts

Services offered by AON RETIREMENT PLAN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AON RETIREMENT PLAN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Lyle Williams offer?

Thomas Lyle Williams specializes in Financial Planning, Investment Management.

What are Thomas Lyle Williams's credentials?

Thomas Lyle Williams holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Lyle Williams located?

Thomas Lyle Williams is based in ATLANTA, Georgia, last registered with AON RETIREMENT PLAN ADVISORS, LLC.

How does Thomas Lyle Williams charge for services?

Thomas Lyle Williams's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets on which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AON RETIREMENT PLAN ADVISORS, LLC?

AON RETIREMENT PLAN ADVISORS, LLC has approximately 8 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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