Trigg Lewis Williamson
Investment adviser representative at Advisor.com
11 yearsExperience
13 statesRegistered in
$126.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Advisor.comJul 2025 to now
- Nuveen Asset Management, LLCJan 2023 to now
- Nuveen Securities, LLCJan 2023 to now
- Morgan StanleyNov 2020 to Dec 2022
- Vanguard Marketing CorporationJul 2019 to Oct 2020
- ConmetJun 2018 to Jul 2018
- Grill MarksMar 2018 to May 2018
- Swim Club Management GroupJun 2017 to Oct 2017
- University of South CarolinaAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 13 states (CA, CO, IL, IN, MD, MI, NC, NJ, NY, SC, TX, VA, WA).
Advisor.com
Legal name: Advr, Inc
$126.8MAssets managed
426Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7024411
- Firm CRD
- 318823