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Joshua Chance Williams

Fmp Wealth Advisers

Lake Charles, LA

Austin, TX

CRD 7733782

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Employer firm

Fmp Wealth Advisers CRD 110270

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fmp Wealth Advisers

6034 West Courtyard Drive Suite 380, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-03
  • LA RA
    APPROVED
    Since 2025-01-03

Branch Locations

4841 Ihles Road, Lake Charles, LA 70601 • United States

6034 West Courtyard Drive Suite 380, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fmp Wealth Advisers Lake Charles LA 06/2022 Present
University Of Southern Mississippi Hattiesburg MS 05/2021 06/2022
University Of Southern Mississippi Hattiesburg MS 08/2017 05/2020
Meridian High School Meridian MS 08/2014 05/2017
Focus Lake Charles LA 08/2020 05/2021
  • 06/2022 → Present
    Fmp Wealth Advisers
    Lake Charles, LA
  • 05/2021 → 06/2022
    University Of Southern Mississippi
    Hattiesburg, MS
  • 08/2017 → 05/2020
    University Of Southern Mississippi
    Hattiesburg, MS
  • 08/2014 → 05/2017
    Meridian High School
    Meridian, MS
  • 08/2020 → 05/2021
    Focus
    Lake Charles, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
PROSPERITY CAPITAL ADVISORS
EDWARD JONES

Nearby Investors

Damon B Abshire
JAMES SCOTT MECHE
Tiffany Nichole Bailey-Duhon

Nearby Offices

J.P. MORGAN SECURITIES LLC · LAKE CHARLES, LA
PROSPERITY CAPITAL ADVISORS · Lake Charles, LA
EDWARD JONES · LAKE CHARLES, LA

More in Lake Charles, LA

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