Friend
Williams

Centennial Advisors, LLC

CRD#5784577
Investment Advisor
in Austin, TX

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About this Advisor

Friend Williams is a financial advisor who works in Austin, Texas who has 2 years of relevant experience. Williams works at Centennial Advisors, LLC. Their career trajectory has included roles at Edward Jones, Td Bank, Td Ameritrade, Guardian Life Insurance, Park Avenue Securities, Guardian Life Insurance Company and Centennial Advisors, LLC. Williams maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Texas. Centennial Advisors, LLC is a registered investment company based out of Austin, TX. The investment advisory business has offices in two locations and a total of 14 employees. It oversees $106 million in assets under management between its 1,177 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,177 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. Centennial Advisors, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on the type of financial services. However, fees billed by Centennial Advisors, LLC most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10815 Ranch Road 2222 Bldg 3C Suite 200
Austin, TX 78730

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Centennial Advisors, LLC Brokerage Details

Total Assets Under Management

$106,140,390

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

1,177

TX Average: 2,315
Average Account Size

$90,179

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Friend Williams Work History

Friend has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Centennial Advisors, LLC

2021 - 2021 (< 1 year)

Guardian Life Insurance Company

2021 - 2021 (< 1 year)

Park Avenue Securities

2020 - 2021 (1 year)

Guardian Life Insurance

2020 - 2021 (1 year)

Park Avenue Securities

2015 - 2020 (5 years)

Td Ameritrade

2013 - 2015 (2 years)

Td Bank

2012 - 2013 (1 year)

Edward Jones

*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 Friend 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 Centennial Advisors, LLC

Charles Stough
Austin, TX
Friend Williams
Austin, TX
Elizabeth James
Austin, TX
Jonathan Burklund
Austin, TX
Jeremy Aston
Austin, TX
Kevin Wade
Austin, TX
Michael Reese
Austin, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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