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Christopher Williams

Inceptive Financial

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About Christopher Williams

Christopher Williams is an investment advisor representative currently registered with Inceptive Financial in Atlanta, GA. Christopher has been in the financial services industry since 2014. Christopher received his Series 65 license on February 19, 2021. Christopher's primary focus is providing financial planning services to individuals. Christopher is also a Partner/CFO at Primrose School of Atlanta Westside where Christopher's responsibilities include family billing, financial statement preparation, tax return preparation, and bank relationship management.

Firm Information

Christopher Williams is currently registered with Inceptive Financial. Inceptive Financial is a financial advisor that provides financial planning services. They primarily serve individuals, with a focus on high-net-worth individuals. They are registered as an investment advisor.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Christopher Williams’s Registration & Firm History

GA

04/27/2021 - Present

Inceptive Financial (Atlanta GA)

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Licenses & Designations

IA

Issued 02/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Williams.
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