Richard
Williams
Strategic Financial Partners, LTD
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About this Advisor
Richard Williams is a financial advisor based in Bend, Oregon with 14 years of relevant experience. Williams is currently employed by Strategic Financial Partners, LTD. Over the course of their career, Williams has held roles at Lpl Financial LLC and Strategic Financial Partners, LTD. Williams holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Oregon, Texas and Washington. Strategic Financial Partners, LTD is a business with a branch in Bend, Oregon. The investment advisory business has offices in six locations and a total of six financial advisors. It has $224 million in assets under management across its 1,011 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,011 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the type of financial services offered. Fee types billed by Strategic Financial Partners, LTD can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Financial Partners, LTD Brokerage Details
$224,406,717
6
1,011
$221,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Richard Williams Work History
Richard has been registered as a financial advisor for 14 years.*
Strategic Financial Partners, LTD
Lpl Financial LLC
*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 Richard 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 Strategic Financial Partners, LTD
Bend, OR
Bend, OR
Bend, OR
Portland, OR
Bend, OR
Damascus, OR
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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