Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Williams is a financial advisor with over 20 years of experience in the industry. Brent has held various roles at reputable financial institutions, including Wells Fargo Advisors Financial Network, LLC and Morgan Stanley. Currently, Brent is associated with LPL Financial LLC and provides financial advice in Washington. Brent is a licensed securities professional and has a strong track record of providing financial guidance to individual clients, businesses and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
02/15/2022 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
09/30/2016 - 02/16/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FEDERAL WAY WA)
WA
06/01/2009 - 10/12/2016
MORGAN STANLEY (FEDERAL WAY WA)
WA
08/01/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FEDERAL WAY WA)
NA
08/20/1984 - 12/31/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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