Phillip
Williams

Kingsview Wealth Management, LLC

CRD#5513728
Investment Advisor
in Grants Pass, OR

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About this Advisor

Phillip Williams is a financial advisor operating in Grants Pass, Oregon, with 3 years of industry experience. Williams works at Kingsview Wealth Management, LLC. Williams has gained experience at Morgan Stanley Smith Barney, 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. Williams has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Indiana. Kingsview Wealth Management, LLC is a financial advisory business based in Grants Pass, OR. The investment advisory business has offices in 27 locations and a total of 150 people on staff. It manages $4 billion in assets under management among its 13,829 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 13,829 accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. Kingsview Wealth Management, LLC provides a number of services, such as 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. Fees for financial advisory services typically depend on the type of services provided. Fee types billed by Kingsview Wealth Management, LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

509 Se 7Th St Floor 2
Grants Pass, OR 97526

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,584,124,096

OR Average: $1,120,203,312
Total Number of Employees

150

OR Average: 50
Total Number of Accounts

13,829

OR Average: 1,309
Average Account Size

$259,174

OR Average: $855,770

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

Phillip has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kingsview Partners

2016 - 2020 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2020 (4 years)

Bank Of America, N.A

2014 - 2015 (1 year)

Cheryls Attic

2013 - 2016 (3 years)

Raymond James Financial Services

2013 - 2016 (3 years)

Raymond James Financial Services Advisors Inc

2013 - 2016 (3 years)

Stockyards Financial Services

2012 - 2013 (1 year)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

William Collins
Summit, NJ
Mark Weatherly
Mountlake Terrace, WA
Garrett Kennedy
College Station, TX
Corey Owen
Seattle, WA
Martin Harper
Woodbury, NY
Jonathan Millman
Woodbury, NY
Nicholas Sposa
Falls Church, VA
Joe Faulk
Crestview, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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