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David Lowell Williams

LANHAM ODELL & CO INC·HURRICANE, West Virginia
Series 1, Series 7, Series 63, Series 65Clean record30 years registeredLANHAM ODELL & CO INC
3981 TEAYS VALLEY RD, HURRICANE, WV 25526-9080CRD# 822797Firm CRD# 105708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lowell Williams · HURRICANE, WV
Registration
CRD #822797 · LANHAM ODELL & CO INC · 30 years registered
Brand Profile
Not yet started
01

Career History

MAI CAPITAL MANAGEMENT, LLC
Feb 2026 – present
LOC INVESTMENT ADVISERS
Jan 1996 – Mar 2026
HURRICANE, WV
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LANHAM ODELL & CO INC
CRD 105708 · SEC 801-16856
AUM
$708M
Regulatory assets under management
Employees
12
2,200 client accounts
Services offered by LANHAM ODELL & CO INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LANHAM ODELL & CO INC →
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05

Frequently Asked Questions

What services does David Lowell Williams offer?
David Lowell Williams specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HURRICANE, West Virginia for a consultation.
What are David Lowell Williams's credentials?
David Lowell Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lowell Williams located?
David Lowell Williams is based in HURRICANE, West Virginia, working with LANHAM ODELL & CO INC. Their office serves clients in the HURRICANE metropolitan area and surrounding communities.
How does David Lowell Williams charge for services?
David Lowell 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 LANHAM ODELL & CO INC?
LANHAM ODELL & CO INC has approximately 12 employees and manages $708M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LANHAM ODELL & CO INC

Mary Casey O'dell Dixon
HURRICANE, WV
Sharon Ardith Lantz
HURRICANE, WV
David Wayne Lanham
HURRICANE, WV
Patrick Sean Mayberry
HURRICANE, WV
Robert Lewis O'dell
HURRICANE, WV

More Advisors in HURRICANE, West Virginia

John David Williams
IRONWOOD WEALTH MANAGEMENT, INC.·HURRICANE, WV

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