Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Alan Williams is an Investment Advisor Representative associated with Corient. Brett has been in the financial services industry for over 11 years. Brett has passed the Series 63, 65, 7TO, SIE, and 22 exams. Brett is registered with the state of Texas. Brett is a managing member of BC Alan, LLC and a director of the Cyvia and Melvyn Wolff Family Foundation. Brett’s previous employment was with Avalon Wealth Management LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
05/02/2023 - Present
Corient (MIAMI FL)
TX
01/14/2013 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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