Unclaimed
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.
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.
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.
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GA
04/27/2021 - Present
Inceptive Financial (Atlanta GA)
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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