Weslee Williams
Weslee Williams is a registered investment advisor at Griffith & Werner, INC., based in Canton, GA, with 13 years of industry experience. Weslee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 368 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
111 Mountain Brook Drive, Suite 208, Canton, GA, 30115
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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
Weslee is a producer at Griffith & Werner, Inc., assisting clients in purchasing insurance products and dedicating about 10-20% of his time. He also works as an investment advisor rep for Griffith & Werner, Inc. nearly full-time and advises families on college planning for a few hours per week.
Employment History
Current Registrations
Griffith & Werner, INC.
Previous Registrations
Proequities, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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.