Beatrise Lauryn Chenet Williams

Beatrise L. Williams

Some features on this profile are disabled
CRD#: 6011930
Beatrise Lauryn Chenet Williams

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Beatrise Lauryn Chenet Williams, CFP®, who also goes by Lauryn C. Williams, was a registered financial professional .

Beatrise is a previously registered financial professional and started their career in finance in 2016. Beatrise had worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus


Cash Flow/Budgets/Credit Issues
Entrepreneurs
Financial Psychology/Coaching
Millennials
Professional Athletes or Entertainers

Biography


I love helping athletes and other young professionals organize their finances. It isn't a job it is a passion. Money is a tool. It doesn't come with a purpose, you have to give it one. I have a Great Dane named Yasu and I love Law and Order.

Question & Answer


What are your service offerings?
Budgeting
Comprehensive Financial Planni...
Are you a "fiduciary"?
No

Aliases


Lauryn C. Williams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

March 7, 2016 - July 2, 2024

WORTH WINNING

RIA
CRD#: 282330
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


WORTH WINNING
WORTH WINNING
WORTH WINNING | WORTH WINNING, LLC

CRD#: 282330 / SEC#:

PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Dallas, TX
Mailing Address
Phone number
(410) 429-0865
Established
Firm type
Fiscal year end
# of Employees
1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORTH WINNING

WORTH WINNING

CRD#: 282330

TRUST BUT VERIFY

Monitor Beatrise Williams

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


(xxx) xxx-xxxx

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.