Introduction Of Our Team
Advance Financial Lighthouse is an independent financial services firm. We offer wealth management services*, financial planning services, Investments, and Insurance. Our many years of experience has prepared us to help our clients with the accumulation and preservation of wealth. We do our best work with committed individuals and businesses that’ll see the value of our personalized approach. Kathy Williams is the firm's Principal and has more than 30 years of Financial Services experience. She holds the Series 26 (Registered Principal), Series 7, Series 6, Series 65 (Registered Investment Advisor) and Series 63 Securities Registrations. She also holds the Life/ Health and Variable Insurance licenses. She has received her Bachelors of Science degree in Organizational Leadership from Southern Nazarene University. Mrs. Williams is often quoted in financial magazines and newspapers such as The Oklahoman, Journal Record, Black Enterprise. She also has been featured on local television stations. Kathy is a sought after speaker retelling her story of how she has learned to overcome many obstacles in her life. Her down to earth style motivates others to realize, all things are possible with the help of The Most High God. Mrs. Williams holds memberships in various organizations such as the Financial Planning Association, Leadership Oklahoma City, Alpha Kappa Alpha Sorority, Inc., Jack and Jill of America, Inc., and Chums, Inc. She is married to Bobby Williams, together they've had four children. Stacie Glover is our Financial Services Administrative Assistant She accepts all service request from our clients, as well as follow up on all business submitted. She also handles the updating and managing of our Client database, website, as well as assist Kathy Williams. Travis Lee is a financial advisor with his own firm Lee Financial Solutions. Travis and Kathy will consult with each other to solve problems for clients. Travis has over ten years of financial services experience. Travis holds the Series 7, Series 66 and Series 63 Securities Registrations. He also holds the Life and Health Insurance licenses. Lee Financial Solutions is not affiliated with FSC or registered as a broker-dealer or investment advisor. ... .. .. L. *FSC Securities Corporation As one of the nation's leading financial service support organizations, FSC Securities Corporation is an independent broker-dealer with 50 years of experience and commitment to supporting financial advisors in serving their clients and growing their businesses. www.fscorp.com It provides our financial advisors with the service, support, strength, and stability you demand in today's challenging financial arena. Since 1958, FSC has been assisting independent financial service professionals who are dedicated to attaining their clients' financial goals. *Securities and advisory services offered through FSC Securities Pershing All of our transactions are cleared through Pershing, which was established in 1939 .One of the largest surviving floor operations on the NYSE. Pershing is a leading clearing firm with more than a 70-year history of helping individuals and businesses. www.pershing.com Pershing's parent company, The Bank of New York Mellon Corporation, is one of the world’s strongest global financial institutions.
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