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Isiah John Williams

Audible Wealth Management

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About Isiah John Williams

Isiah Williams is a financial advisor with Audible Wealth Management. Isiah is registered with the state of California and holds a Series 66 and Series 7 licenses. Isiah has been in the financial services industry since 2017. Prior to joining Audible Wealth Management, Isiah worked at Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Isiah has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Isiah provides financial planning and portfolio management services to individual and high-net-worth clients. Isiah is also registered to provide advisory services in Connecticut, Florida, Georgia, Illinois, Maryland, Oregon and Virginia.

Firm Information

Isiah Williams is currently registered with Audible Wealth Management. Audible Wealth Management is a financial advisory firm based in Los Angeles, California. They provide financial planning, portfolio management for individuals, and educational seminars. The firm has 4 licensed agents and advisors and manages over $13 million in regulatory assets. Their clients include high-net-worth individuals and individuals other than high-net-worth.

$13.43M

Assets Under Management

Not reported

Total Clients

2

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill pay services

Bill pay services

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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percentage of assets

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

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Isiah Williams’s Registration & Firm History

MD

05/21/2024 - Present

Audible Wealth Management (SILVER SPRING MD)

MD

10/03/2018 - 05/25/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Bowie MD)

DC

04/27/2017 - 08/20/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 06/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Isiah John Williams.
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