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Brent Lon Williams

TAYLOR & WILLIAMS, INC.·LUTZ, Florida
Unclaimed Profile
288 CRYSTAL GROVE BLVD., LUTZ, FL 33548CRD# 2850711Firm CRD# 121776
01

About

Brent Lon Williams is a registered financial advisor based in LUTZ, Florida, affiliated with TAYLOR & WILLIAMS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TAYLOR & WILLIAMS, INC.
TAYLOR & WILLIAMS, INC.
AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TAYLOR & WILLIAMS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2850711
Firm CRD# 121776
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent Lon Williams offer?
Brent Lon Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LUTZ, Florida for a consultation.
What are Brent Lon Williams's credentials?
Brent Lon Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Lon Williams located?
Brent Lon Williams is based in LUTZ, Florida, working with TAYLOR & WILLIAMS, INC.. Their office serves clients in the LUTZ metropolitan area and surrounding communities.
How does Brent Lon Williams charge for services?
Brent Lon Williams's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAYLOR & WILLIAMS, INC.?
TAYLOR & WILLIAMS, INC. has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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