Tamala Williams
Tamala Williams is a CFP-designated registered investment advisor at Duncan Financial Planning Advisors, based in Atlanta, GA, with 23 years of industry experience. Tamala operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
2302 Parklake DR NE, Suite 368, Atlanta, GA, 30345
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tamala is an advisory representative of a registered investment advisor, spending about half her time on investment-related activities. She is also an independent insurance agent and the president/owner of Tamala Williams & Associates, an S-corp for liability purposes, and a Certified Financial Planner, spending nearly full-time hours on this.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Triad Advisors, INC.Broker
SnlBroker
AXA Advisors, LLCBroker
E*trade Securities, INC.Broker
State Registrations14 states
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.