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Christopher Neil Williams

United Brokerage Services, Inc.

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About Christopher Neil Williams

Christopher Williams is a financial advisor with over 20 years of experience in the industry. Christopher has a proven track record of success in providing investment advice and financial planning services to individuals and families. Christopher currently works with United Brokerage Services, Inc. and has a strong focus on working with high-net-worth individuals and families.

Firm Information

Christopher Williams is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Williams’s Registration & Firm History

NC

03/27/2018 - Present

United Brokerage Services, Inc. (Washington NC)

VA

01/02/2015 - 03/26/2018

CAPITAL ONE INVESTING, LLC (MCLEAN VA)

VA

01/15/2014 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)

VA

08/14/2001 - 01/17/2014

ALLSTATE FINANCIAL SERVICES, LLC (FREDERICKSBURG VA)

MA

01/13/2000 - 05/18/2001

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

10/17/1997 - 07/09/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 10/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher Neil Williams. Review regulatory record here.
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