Phillip
Williams
Kingsview Wealth Management, LLC
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About this Advisor
Phillip Williams is a financial advisor based in Grants Pass, Oregon, working with Kingsview Wealth Management, LLC. Phillip has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Stockyards Financial Services, Cheryls Attic, Merrill Lynch, Pierce, Fenner & Smith Inc, Kingsview Partners, and Bank Of America, N.A. Phillip has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Phillip is part of Kingsview Wealth Management, LLC, which operates out of Grants Pass, Oregon. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 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 institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$4,845,686,420
190
18,332
$264,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Phillip Williams Work History
Kingsview Partners
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Cheryls Attic
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Stockyards Financial Services
Disclosures
Please visit the SEC profile of Phillip Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingsview Wealth Management, LLC
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Paris, TN
Myrtle Beach, SC
Greensboro, NC
Raleigh, NC
Eureka, CA
Soquel, CA
Georgetown, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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