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Brent Lon Williams

TAYLOR & WILLIAMS, INC.·LUTZ, Florida
Series 7, Series 63, Series 65Clean record25 years registeredTAYLOR & WILLIAMS, INC.
288 CRYSTAL GROVE BLVD., LUTZ, FL 33548CRD# 2850711Firm CRD# 121776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brent Lon Williams · LUTZ, FL
Registration
CRD #2850711 · TAYLOR & WILLIAMS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

TAYLOR & WILLIAMS, INC.
Aug 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 7, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TAYLOR & WILLIAMS, INC.
CRD 121776 · SEC 801-68272
AUM
$35M
Regulatory assets under management
Employees
1
436 client accounts
Services offered by TAYLOR & WILLIAMS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TAYLOR & WILLIAMS, INC. →
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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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