Stifel, Nicolaus & Company, Inc
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
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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.
Stifel Nicolaus & Co Inc
George Williams has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
New York, NY
Center Valley, PA
Saint Louis, MO
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 firstname.lastname@example.org. 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.
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