Profil
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.
Aktive Positionen von Harold Williams
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.04.2023 |
Ehemalige bekannte Positionen von Harold Williams
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vorstandsvorsitzender | 01.04.2023 |
| Houston College of Law | Corporate Officer/Principal | - |
Ausbildung von Harold Williams
| University of Houston | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
