Douglas Williams
Douglas Williams is a registered investment advisor at Primerica Advisors, based in Lynbrook, NY, with 11 years of industry experience. Douglas 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $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
Location
25 Atlantic Avenue, Ste D, Lynbrook, NY, 11563
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2026Judgment / Lien
November 2021Judgment / Lien
November 2021Other Business Activities
Douglas sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and owns D Williams & Associates, Inc., dedicating full-time hours to these activities.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations13 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
More Advisors
- Jose MoralesPrimerica Advisors
- Gurpreet Kaur-SinghPrimerica Advisors
- Susan Forgasch, CFPWestco Advisory Services, INC.
- Mark Dorfman, ChFCNosuris, INC.
- James Westmacott, CFPWestco Advisory Services, INC.
- Meghan Modafferi, CFPStrategic Advisers LLC