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Delano Eugene Williams

Advisor at Mass Mutual Investors Services — Crowley, LA

Updated today

Credentials

None found

Experience

30 years

Location

Crowley, LA 70526

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,064

Across 1,220 offices

Clients per advisor

89 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Delano Williams is a financial advisor with Mass Mutual Investors Services and has 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is a golf coach. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements utilizing firm-approved software and a range of investment programs.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Crowley, LA

110 East 4th Street

Crowley LA 70526

Advisors at this office

1

Most active in

Louisiana

Work history

30 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Crowley, LA

Massmutual Life Insurance Co

2016 - Present • 10 years

Crowley, LA

Metlife Securities Inc.

1995 - 2017 • 22 years

Lafayette, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael F

Series 66

Crowley, LA

Kovack Advisors, inc.

Michael Fontenot is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2009. Outside of his advisory role, he serves on the LSUE Community College Foundation Board and the John Paul the Great Academy board, and works as a basketball referee. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, pension plans, and banking institutions. The firm’s investment approach emphasizes diversified asset-class exposure through mutual funds and ETFs, supplemented by third-party asset manager recommendations and continuous portfolio supervision.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Stanley K

Series 63, Series 65

Crowley, LA

Kovack Advisors, inc.

Stanley Keyes is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kovack Securities and Kovack Advisors since 2009. Outside of his advisory work, he is a lay missionary involved in speaking engagements at church. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs and offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Kimberly G

Series 63, Series 65

Iota, LA

Tlg Advisors, Inc.

Kimberly Galbraith is a financial advisor with TLG Advisors, Inc. She holds the Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at Epic Wealth Management, Raymond James Financial Services Advisors, PFS Investments, and Primerica Financial Services. Outside of financial advising, she owns Lazy Bee Farms, an agricultural business producing bee-related products. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory in its investment process, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired

Ali L

Series 66

Rayne, LA

Edward Jones

Ali Lucas is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

General estate planning guidance Multi-generational wealth transfer General retirement planning Dentist Young Professionals Mid-Career Professionals
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John D

Series 63, Series 65

Crowley, LA

LPL Financial

John Dore is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2021. His prior roles include positions at Altus Wealth Management LLC and Geneos Wealth Management Inc. Outside of his advisory work, he is involved in a family agricultural partnership and operates a home-based retail consulting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
user avatar

Lehman A

Series 66

Crowley, LA

Cetera

Lehman Abshire is a financial advisor with Cetera, holding a Series 66 license and 19 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors among other firms. Outside of advising, Abshire is engaged in several business ventures including serving as president of a residential generator sales company, vice president of an auto and residential glass service, and owner of a CPA practice. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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