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David Lowell Williams

LANHAM ODELL & CO INC·HURRICANE, West Virginia
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3981 TEAYS VALLEY RD, HURRICANE, WV 25526-9080CRD# 822797Firm CRD# 105708
01

About

David Lowell Williams is a registered financial advisor based in HURRICANE, West Virginia, affiliated with LANHAM ODELL & CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LANHAM ODELL & CO INC
LOC INVESTMENT ADVISERS
AUM
$708M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at LANHAM ODELL & CO INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 822797
Firm CRD# 105708
No disclosures on file
View on FINRA BrokerCheck →

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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 in HURRICANE
John David Williams — IRONWOOD WEALTH MANAGEMENT, INC.David Wayne Lanham — LANHAM ODELL & CO INCRobert Lewis O'dell — LANHAM ODELL & CO INCSharon Ardith Lantz — LANHAM ODELL & CO INCPatrick Sean Mayberry — LANHAM ODELL & CO INC
Nearby cities in West Virginia
WHEELING (30)PARKERSBURG (17)CHARLESTON (13)WEIRTON (4)SHEPHERDSTOWN (3)
City Guides
WHEELING GuidePARKERSBURG GuideCHARLESTON GuideWEIRTON GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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