Profiel
Mr. Joseph H.
Williams, CPA, is a Founder & Managing Director at Precedent Wealth Partners LLC.
He brings over 50 years of wealth management experience to Precedent Wealth Partners.
Mr. Williams was previously employed as a Managing Director, CEO & Chairman by Linscomb & Williams, Inc. and an Investment Advisory Board by Houston College of Law.
He holds a bachelor’s degree in Accounting from the University of Houston.
Actieve functies van Harold Williams
| Bedrijven | Functie | Begin |
|---|---|---|
PRECEDENT WEALTH PARTNERS, LLC
 PRECEDENT WEALTH PARTNERS, LLC Investment ManagersFinance Part of Precedent Holdings LLC, Precedent Wealth Partners LLC is a company that provides investment advice. The company is based in Houston, TX. The company was founded by Joseph Harold Williams. | Oprichter | 01-04-2023 |
Eerdere bekende functies van Harold Williams
| Bedrijven | Functie | Einde |
|---|---|---|
Linscomb & Williams, Inc.
 Linscomb & Williams, Inc. Investment ManagersFinance Linscomb Wealth, Inc. (LW) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Dan Linscomb and George Williams in 1971. The firm was known as Linscomb & Williams, Inc. prior to January 2024. They operate as a wholly owned subsidiary of Cadence Bank (NYSE: CADE). LW offers fee-only investment management and wealth planning services to individual and institutional clients. | Algemeen Directeur | 01-04-2023 |
| Houston College of Law | Corporate Officer/Principal | - |
Opleiding van Harold Williams
| University of Houston | Undergraduate Degree |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Linscomb & Williams, Inc.
Linscomb & Williams, Inc. Investment ManagersFinance Linscomb Wealth, Inc. (LW) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Dan Linscomb and George Williams in 1971. The firm was known as Linscomb & Williams, Inc. prior to January 2024. They operate as a wholly owned subsidiary of Cadence Bank (NYSE: CADE). LW offers fee-only investment management and wealth planning services to individual and institutional clients. | Finance |
PRECEDENT WEALTH PARTNERS, LLC
PRECEDENT WEALTH PARTNERS, LLC Investment ManagersFinance Part of Precedent Holdings LLC, Precedent Wealth Partners LLC is a company that provides investment advice. The company is based in Houston, TX. The company was founded by Joseph Harold Williams. | Finance |
