Unclaimed Profile

Roderick Scott Williams

HMV WEALTH ADVISORS, LLC·SHREVEPORT, Louisiana

SIE, Series 6, Series 63, Series 65Clean record14 years registeredHMV WEALTH ADVISORS, LLC

333 TEXAS STREET, SHREVEPORT, LA 71101CRD# 5706445Firm CRD# 297747

Profile Verification

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

Identity

Roderick Scott Williams · SHREVEPORT, LA

Registration

CRD #5706445 · HMV WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

HMV WEALTH ADVISORS, LLC

Aug 2018 – present

PRIMERICA ADVISORS

May 2014 – Oct 2015

LONGVIEW, TX

PRIMERICA ADVISORS

Aug 2012 – Feb 2014

LONGVIEW, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · August 13, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HMV WEALTH ADVISORS, LLC

CRD 297747 · SEC 801-127046

AUM

$305M

Regulatory assets under management

Employees

77 client accounts

Services offered by HMV WEALTH ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HMV WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Roderick Scott Williams offer?

Roderick Scott Williams specializes in Investment Management, Fee-Only Advisory. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are Roderick Scott Williams's credentials?

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

Where is Roderick Scott Williams located?

Roderick Scott Williams is based in SHREVEPORT, Louisiana, working with HMV WEALTH ADVISORS, LLC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.

How does Roderick Scott Williams charge for services?

Roderick Scott 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 HMV WEALTH ADVISORS, LLC?

HMV WEALTH ADVISORS, LLC has approximately 4 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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