Royal Alliance Associates
Renn Williams, CRPS, CPFA, currently serves as the Principal and Retirement Plan Advisor at Advo(k)ate Advisors since June 2022. Renn has extensive experience in the financial services industry, including roles as an Investment Advisor Representative at Osaic Wealth, Inc. since August 2004, and as Sr. Vice President of the Retirement Services Group at J Smith Lanier & Co. from March 2007 to June 2022. Earlier career experience includes serving as a Financial Advisor at Anderson, Williams & Co. and as a Financial Representative at Northwestern Mutual. Renn holds an MBA in Business and Economics from Millsaps College and a Chartered Retirement Plans Specialist designation from the College for Financial Planning.
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Royal Alliance Associates
Put Our Strengths To Work For You. The high-performing professionals we serve rely on the resources we offer as a part of one of America ’s largest networks of independent advisors. Our customer-driven approach is focused on meeting the unique demands of your business; we never forget that supporting your business is our business. Our strengths, together with those of our valued advisors, provide powerful momentum to meet the next generation of challenges and opportunities. We are the broker-dealer with: • Our incredibly liberating All Ways Open ArchitectureSM • Flexible technology geared to your way of thinking • Proven resources to enhance your growth • Service and support that meets the unique demands of your business • Leadership that listens and responds to your ideas Royal Alliance Associates, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://royalalliance.com/disclosures/socialmedia