George
Williams

Stifel, Nicolaus & Company, Inc

CRD#1020428
Investment Advisor
in Radford, VA

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About this Advisor

George Williams is an advisor located in Radford, Virginia. Currently a registered investment advisor with Stifel, Nicolaus & Company, Inc, they have gathered 10 years of professional experience in the financial advisory industry. Williams maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Williams can operate based out of Texas and Virginia. Williams has worked their career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is based out of Radford, Virginia, and has 431 additional locations in the country. As a company, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets covering 244,516 accounts and employs more than 6,153 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 40% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Stifel, Nicolaus & Company, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

222 West Main Street
Radford, VA 24141

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

VA Average: $11,469,110,461
Total Number of Employees

6,153

VA Average: 458
Total Number of Accounts

244,516

VA Average: 33,415
Average Account Size

$399,512

VA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

George Williams Work History

George has 10 years of experience.

2010 - Present (12 years)

Stifel Nicolaus & Co Inc

Disclosures

George Williams has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Donald Frio
New York, NY
Gloria Mondschein
Center Valley, PA
James Lin
Irvine, CA
Amber Mayberry
Saint Louis, MO
Joshua Burgan
Indianapolis, IN
Derek Downing
Hauppauge, NY
John Ark
Honolulu, HI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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