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Gwendolyn Williams

Primerica Advisors
30 Years of Experience
Great Neck, NY
2 DisclosuresBroker
View SEC Summary
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Gwendolyn Williams is a registered investment advisor at Primerica Advisors, based in Great Neck, NY, with 30 years of industry experience. Gwendolyn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

185 Great Neck Road, Ste 441, Great Neck, NY, 11021

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History

Regulatory History (2)
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Judgment / Lien
August 2014
Judgment / Lien
June 2009
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gwendolyn sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan products and home security/automation referrals.

Employment History
Current Registrations
Primerica Advisors
February 2021 - Present · 5 yrs 8 mos
PFS Investments INC.Broker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Primerica Advisors
September 2011 - March 2020 · 8 yrs 6 mos
PFS Investments INC.Broker
March 1996 - March 2020 · 24 yrs
State Registrations2 states
CANY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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