Lavendel Dee Williams
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
$56BFirm assets
62 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Citigroup Global Markets Inc.May 2022 to now
- CitigroupNov 2021 to now
- Florida State College At JacksonvilleAug 2017 to now
- Fidelity Brokerage Services LLCFeb 2020 to Nov 2021
- Kasa IncSep 2019 to Jan 2020
- Merrill LynchJul 2019 to Dec 2019
- Walmart IncApr 2019 to Jul 2019
- Walgreens Co.Nov 2018 to Apr 2019
- Walmart IncDec 2016 to Mar 2017
- Southern King Holdings LLCNov 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 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
- 7062280
- Firm CRD
- 7059