Lemar Williams is dedicated to helping families seek their wealth potential in alignment with their goals, values, and principles. As a wealth and legacy planner, he offers comprehensive financial plans that include guidance for your trust, estate planning, insurance, and investment needs.
Financial professionals who partner with LPL Financial have the freedom to focus solely on your objectives. They recommend only the investment strategies that they believe will best serve you.
Mayra Griffiths
Mayra (Myra) is an Administrative Assistant for Traditions
Wealth and Legacy Planning. She is passionate about her work
in all areas of her life. Premier service is always her goal as she
has spent most of her career providing excellent service and
support...it is a role she loves.
General Information |
| Firm Start Year: | 1989 | |
| States Licensed in: | FL,TX,MD,MI,NY |
| Number of Years with Current Firm: | 2 |
| Work Experience: | Lemar Williams has acquired multiple designations to better serve his clients. He is a Certified Financial Planner™ (CFP®) Practitioner, a designation from the Certified Financial Planner Board of Standards, Inc. A Chartered Life Underwriter® (CLU®) designee, a professional designation awarded by the American College of Financial Services. A Certified Trust and Fiduciary Advisor (CTFA) designee, a designation offered through the ABA institute of Certified Bankers. He is also a Certified Private Wealth Advisor® (CPWA®) professional, a designation achieved through the Investments & Wealth Institute. Lemar graduated from Florida Atlantic University with a bachelor's degree in finance and received his MBA from Nova Southeastern University. He also completed the Wealth Management Theory and Practice program offered by the Yale School of Management. |
| Work with the following types of clients: | Individual Investors, Businesses |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Commodities, Insurance, Mutual Funds, Annuities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Commissions, Based on Assets, Flat Fee |
| Additional Details on Charges: | An Investment relationship of 500K or more will provide professional Investment Management, Financial Planning, and Retirement Services for one transparent rate. There is also the potential for discounted rates as your Investment Relationship grows. You can choose not to have any Investment Relationship and pay a minimum monthly fee for Financial Planning and Retirement Services. |
| Minimum Fee Charged for Managed Accounts: | 1% |
| Minimum Fee Charged for Hourly Planning Accounts: | $400 |
Board Positions |
| Organization : | Central Florida Estate Planning Council, Orlando, Fl |
| Position : | Board Member |
| Duration : | 2023-Present |
Education |
| Bachelor's - Finance | Florida Atlantic University
- Boca Raton 2005-2007 |
| Master's in Business Adminstration - Finance | Nova Southeastern University
- Fort Lauderdale 2010-2012 |
FAQs |
Do you have a customer satisfaction or refund policy?No one has asked us for a refund because our initial work is complimentary. We believe in providing value to you first. If you don't see value in our complimentary work, you don't owe us anything. |
What are your qualifications? What is your education background?I have acquired multiple industry licenses and designations over my 16 year career. I hold the Certified Financial Planner® designation from the Certified Financial Planner Board of Standards, the Chartered Life Underwriter® designation from the American College of Finanical Services, the Certified Trust and Fiduciary Advisor designation from the American Bankers Association, and the Certified Private Wealth Advisor® designation from the Investment and Wealth Institute. I graduated from Florida Atlantic University with a bachelor's degree in finance and received my MBA from Nova Southeastern University. I'm a graduate of the Wealth Management Theory and Practice program offered by the Yale School of Management. Lemar graduated from Florida Atlantic University with a bachelor's degree in finance and received his MBA from Nova Southeastern University. He is a graduate of the Wealth Management Theory and Practice program offered by the Yale School of Management |
How are you compensated? How will I pay for your services?Our initial work is complimentary. Once you do become a client the fees are taken from the investment account. Typical fee is 1% or lower based on the size of your accounts. You can also choose to pay us a consulting fee if we are not managing your investments. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?We utilize professional investment managers that will make buy and sell decisions based on their company insight and research, while keeping in mind the risk tolerance and objectives we set for them. Since we are independent financial planners, we have the ability to hire investment managers at other firms but still keep yours accounts with us (LPL Financial). Our firm will monitor your account performance, and we'll make a decision each year to retain or fire the manager. We will always have a 2nd manager in waiting, if the the initial investment manager is not performing to our standards. You will always be involved in the decision of hiring or firing investment managers for your accounts. |
Will you be the only person working with me?I will be your primary advisor, but I also have a team that supports me. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org www.sipc.org |
Registered Investment Advisor:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Fully licensed for Florida, Maryland, Texas, Michigan, and New York |
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