Brett
Williams
Independent Financial Group, LLC
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About this Advisor
Brett Williams is a financial advisor based in Exton, Pennsylvania, working with Independent Financial Group, LLC. Brett has previously held positions at Hines Securities Inc, Equity Fund Advisors, Cole Capital Corporation, Ptx Securities, LLC, Sealy Investment Securities, LLC, and Independent Financial Group LLC. Brett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Brett is part of Independent Financial Group, LLC, which operates out of Exton, Pennsylvania. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Brett Williams Work History
Independent Financial Group LLC
Ptx Securities, LLC
Sealy Investment Securities, LLC
Equity Fund Advisors
Cole Capital Corporation
Hines Securities Inc
Disclosures
Please visit the SEC profile of Brett 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 Independent Financial Group, LLC
Cross Plains, WI
New Britain, CT
San Diego, CA
San Diego, CA
Alameda, CA
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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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