AW
AW

Andre D Williams

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$303K average
Assets Under Management
$628.7M

Fee Structure

Minimum Investment:$25K
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Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

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.

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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
July 2013 - Present · 12 yrs 7 mos
Cl Wealth Management LLC
February 2012 - Present · 14 yrs
Previous Registrations
Allied Beacon Partners, INC.Broker
January 2012 - July 2013 · 1 yr 6 mos
AXA Advisors, LLC
October 2003 - July 2011 · 7 yrs 9 mos
AXA Advisors, LLCBroker
February 2002 - July 2011 · 9 yrs 5 mos
State Registrations21 states
ALARCACTDCFLGAKYLAMDNCNHNYOHORPASCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andre D Williams - Financial Advisor | TrueAdvisor