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Tamara Everman Williams

Advisor at Archer Investment Corporation — Grayson, KY

Updated today

Credentials

CFP®, Series 63

Experience

28 years

Location

Grayson, KY

Archer Investment Corporation logo

Archer Investment Corporation

Multi-team

Total advisors

78

Across 61 offices

Clients per advisor

55 Typical

Avg AUM per client

$180,377 Very Low

HNW client ratio

4% Very Low

About

Tamara Williams is a CFP® with 27 years of industry experience, currently serving as an advisor at Archer Investment Corporation since 2018. She previously worked at HD Vest for 15 years and has operated her own accounting and tax preparation business as a CPA since 2002. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction across multiple asset classes.

Client services

Based on Archer Investment Corporation

Portfolio management Pension consulting

Expertise

Based on Archer Investment Corporation

Active portfolio management Options & derivatives strategies

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Fee options

Fixed

0.50% management fee for The Archer Funds, billed on daily average balance.

Percentage

$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%

Other

Account minimum: $25,000 Fee-only: Fee-only basis based on assets under management; no commissions or asset-based sales charges accepted.

Location

See office

Grayson, KY

Grayson KY

Advisors at this office

1

Most active in

Kentucky

Work history

28 years of industry experience

Archer Investment Corporation

2018 - Present • 8 years

Indianapolis, IN

HD Vest

2003 - 2018 • 15 years

Richmond, KY

Tamara E. Williams, CPA

2002 - Present • 24 years

Richmond, KY

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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Timothy R

Series 63, Series 65

Grayson, KY

Money Concepts Capital Corp

Timothy Rayburn is a financial advisor with Money Concepts Capital Corp in Grayson, KY, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Money Concepts Capital Corp and Whitley Gahm & Rayburn CPAs PLLC since 2011. Outside of his advisory role, he is involved with Growing Lucasville Opportunities Inc, a charitable organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Barbra K

Series 66

Russell, KY

Robert Baird & Co.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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James N

Series 63, Series 65

Ashland, KY

Robert Baird & Co.

James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. and IA J. C. Bradford & Co. Outside of his advisory role, Norris serves on the investment committee of First Presbyterian Church in Ashland, KY, and is involved with local organizations including a country club board and a finance committee for a nonprofit. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment approaches including separately managed accounts and overlay strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Stephanie M

Series 63, Series 65

Ashland, KY

Robert Baird & Co.

Stephanie Mc Knight is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons since 1997. She also serves as a trustee of family-related and relative’s trusts, overseeing assets and assisting with distributions. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other clients through tailored financial planning and portfolio management services, including discretionary and non-discretionary management and a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Victoria W

Series 66

Ashland, KY

Robert Baird & Co.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Harry L

Series 63, Series 65

Ashland, KY

Robert Baird & Co.

Harry Lucke is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1984. Outside of his advisory role, he is a limited partner in an oil and natural gas well in LaSalle County, Texas. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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