Andre Williams is a registered investment advisor, based in Atlanta, GA, with 24 years of industry experience. Andre is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1100 Peachtree Street, Suite 950, Atlanta, GA, 30309
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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
Andre is a 100% owner of Pivotal Wealth Management LLC, offering wealth management, insurance, retirement, and financial planning services, dedicating nearly full-time hours. He is also an agent for Allied Risk Group, selling health insurance and fixed business products, but spends no time on this. Andre is also the Vice Chair of Morris Brown College Foundation, spending a few hours per week.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Cl Wealth Management LLC
Previous Registrations
Allied Beacon Partners, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations21 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.
Exams
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