Unclaimed Profile

Latasha Bond Williams

BISON ADVISORS, LLC·HARTWELL, Georgia

Series 63, Series 65Clean record4 years registeredBISON ADVISORS, LLC

122 W. FRANKLIN ST., HARTWELL, GA 30643CRD# 7049435Firm CRD# 299805

Profile Verification

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

Identity

Latasha Bond Williams · HARTWELL, GA

Registration

CRD #7049435 · BISON ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BISON ADVISORS, LLC

BISON ADVISORS

Apr 2022 – Mar 2024

Marietta, GA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · April 11, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BISON ADVISORS, LLC

CRD 299805 · SEC 801-114547

AUM

$1.2B

Regulatory assets under management

Employees

6,352 client accounts

Services offered by BISON ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Latasha Bond Williams offer?

Latasha Bond Williams specializes in Financial Planning, Investment Management, Wealth Management.

What are Latasha Bond Williams's credentials?

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

Where is Latasha Bond Williams located?

Latasha Bond Williams is based in HARTWELL, Georgia, last registered with BISON ADVISORS, LLC.

How does Latasha Bond Williams charge for services?

Latasha Bond 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 BISON ADVISORS, LLC?

BISON ADVISORS, LLC has approximately 39 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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