Rhys
Williams
Dakota Wealth, LLC
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About this Advisor
Rhys Williams is a financial advisor based in Palm Beach Gardens, Florida, working with Dakota Wealth, LLC. Rhys has previously held positions at Gibraltar Private Bank And Trust, Iberiabank (formerly Gibraltar Private Bank And Trust), Dakota Wealth, LLC, and Lowes Home Improvement. Rhys has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Rhys is part of Dakota Wealth, LLC, which operates out of Palm Beach Gardens, Florida. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$5,334,134,989
84
9,720
$548,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Rhys Williams Work History
Dakota Wealth, LLC
Lowes Home Improvement
Iberiabank (Formerly Gibraltar Private Bank And Trust)
Gibraltar Private Bank And Trust
Disclosures
Please visit the SEC profile of Rhys Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Palm Beach Gardens, FL
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