Christian
Williams
Driven Investments LLC
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About this Advisor
Christian Williams is a financial advisor based out of Chubbuck, Idaho with 3 years of relevant experience. Williams is an advisor for Driven Investments LLC. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Lds Missionary In Honduras, Christian Williams Mwf LLC, Church Of Jesus Christ, Zions Bank and Driven Investments LLC. Williams holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Alabama, Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Driven Investments LLC is a financial advisory business operating in Chubbuck, Idaho. It manages $63 million in total assets between its 823 accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Driven Investments LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. Fees billed by Driven Investments LLC most likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Driven Investments LLC Brokerage Details
$63,168,752
4
823
$76,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christian Williams Work History
Christian has been registered as a financial advisor for 3 years.*
Driven Investments LLC
Christian Williams Mwf LLC
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Student
Zions Bank
Lds Missionary In Honduras
Church Of Jesus Christ
*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 Christian 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 Driven Investments LLC
Chubbuck, ID
Chubbuck, ID
Chubbuck, ID
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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