Angela
Williams

Integrity Capital Management

CRD#5188929
Investment Advisor
in Kingsport, TN

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About this Advisor

Angela Williams is a financial advisor working out of Kingsport, Tennessee with a total of 16 years of relevant experience. Williams is an advisor for Integrity Capital Management. They have been an employee of Integrity Capital Management for their entire career. Williams holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina, Tennessee and Virginia. Integrity Capital Management is a registered investment company headquartered in Kingsport, TN. It has $107 million in assets under management across its 433 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 433 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically vary depending on the services provided. Fee types billed by Integrity Capital Management can consist of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

444 Clinchfield Street Suite 302
Kingsport, TN 37660

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Integrity Capital Management Brokerage Details

Total Assets Under Management

$106,730,335

TN Average: $730,596,643
Total Number of Employees

4

TN Average: 15
Total Number of Accounts

433

TN Average: 968
Average Account Size

$246,490

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Angela Williams Work History

Angela has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Integrity Capital Management 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 Angela 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 Integrity Capital Management

Angela Williams
Kingsport, TN
John Atkins
Kingsport, TN
Pamela Rehart
Kingsport, TN
Joseph Bailey
Kingsport, TN

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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