Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Keith Williams is a financial advisor with over 20 years of experience in the industry. He is currently registered with Truist Advisory Services, Inc. in the state of Virginia and Texas. Prior to joining Truist Advisory Services, Inc., Brian Williams was a financial advisor with Wells Fargo Advisors, LLC, SunTrust Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc. Brian Williams holds a Series 7, Series 26, and Series 66 securities license. Brian Williams also provides fitness training services to clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
09/21/2016 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
VA
01/08/2010 - 10/12/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
VA
07/17/2006 - 01/14/2010
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
VA
01/03/2005 - 06/26/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
MN
08/29/2003 - 01/13/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/29/2003 - 01/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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