Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Williams is a registered investment advisor representative with Iconiq Capital, LLC. Christian has been in the industry for over four years. Christian holds the Series 63 and Series 65 licenses. Christian has experience working with individuals, pooled investment vehicles, and charitable organizations. Christian has experience at BBR Partners, IRC Wealth, Purshe Kaplan Sterling Investments, and 49 Financial. Christian is a Registered Investment Advisor (RIA) with the state of California.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
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CA
12/26/2024 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
Active
Inactive
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