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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Brent Williams is a financial advisor with Sanctuary Advisors, LLC. Williams has been in the financial services industry since 1996. Williams is registered with the state of Texas. He is a Series 7, 63, 28 and 65 licensed financial advisor. Williams has previously worked with Tejas Securities Group, Inc. Williams offers financial planning services. Williams focuses on providing financial services to individuals, high-net-worth individuals, corporations, trusts, endowments, foundations, pension and profit-sharing plans, and charitable organizations. Williams and Sanctuary Advisors, LLC have offices located in Indianapolis, Indiana and Austin, Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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IN
01/20/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
01/30/1996 - 10/19/1998
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
IA
Issued 05/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1997
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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