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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian A Williamson is an investment advisor representative with Veridian Capital Partners. Brian has been in the securities industry since July 2015. Brian has a Series 7 and Series 63 license and is registered as an Investment Advisor Representative in Maryland. Brian is also a principal of Estate Legal Services, LLC, where he provides estate planning, probate, and business succession services. Brian has experience working with high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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MD
01/01/2025 - Present
Veridian Capital Partners (FREDERICK MD)
MD
07/29/2015 - 02/24/2020
AMERIPRISE FINANCIAL SERVICES, LLC (FREDERICK MD)
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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