Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Williams is a financial advisor based in Sacramento, California, and has been in the industry since May 2003. Richard is currently registered with State Farm Investment Management Corp. and holds Series 6, Series 63, Series 65 and SIE licenses. Richard is a licensed insurance agent and is the owner of the Richard Williams Insurance Agency. Richard is a highly experienced advisor with a focus on investment companies and portfolio management for both individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/11/2021 - Present
State Farm Investment Management Corp. (Sacramento CA)
IA
Issued 02/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Williams is the right advisor for you? Invested Better is here to help.
