Gregory Lane Williamson

Sunbelt Securities

44 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Sunbelt Securities

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

5,355 clients

Average Client Portfolio

$378K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

2365 Harrodsburg Road, Suite B100, Lexington, KY, 40504

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 1993

Award / Judgment

Customer Dispute

March 1990

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Gregory is a Registered Representative/Investment Advisor doing business as LexInvest Wealth Advisors since 2019, spending about half of his time on this. He is also a member of Investment Associates, LLC and LexInvest Limited Liability Company, spending minimal time on each to manage office space and own the LexInvest brand, respectively.

Employment History

Current Registrations

Sunbelt Securities

September 2019 - Present · 6 yrs 5 mos

Sunbelt Securities, INC.Broker

September 2019 - Present · 6 yrs 5 mos

Previous Registrations

Lexington Investment Company, INC.

March 2011 - December 2019 · 8 yrs 9 mos

Lexington Investment Company, INC.Broker

November 1990 - December 2019 · 29 yrs 1 mo

Prudential-Bache Securities INC.Broker

September 1989 - January 1991 · 1 yr 4 mos

Thomson Mckinnon Securities INC.Broker

February 1981 - September 1989 · 8 yrs 7 mos

State Registrations8 states

COCTFLGAKYNYSCUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.