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Robert Lee George Williams

BALTIMORE WASHINGTON FINANCIAL ADVISORS INC·COLUMBIA, Maryland
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5950 SYMPHONY WOODS ROAD, COLUMBIA, MD 21044CRD# 1245764Firm CRD# 104625
01

About

Robert Lee George Williams is a registered financial advisor based in COLUMBIA, Maryland, affiliated with BALTIMORE WASHINGTON FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
AUM
$277M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BALTIMORE WASHINGTON FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
Regulatory
SEC/IARD CRD# 1245764
Firm CRD# 104625
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Lee George Williams offer?
Robert Lee George Williams specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Robert Lee George Williams's credentials?
Robert Lee George Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lee George Williams located?
Robert Lee George Williams is based in COLUMBIA, Maryland, working with BALTIMORE WASHINGTON FINANCIAL ADVISORS INC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Robert Lee George Williams charge for services?
Robert Lee George Williams's firm is compensated through percentage of aum, other: flat project fees for retirement & estate planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALTIMORE WASHINGTON FINANCIAL ADVISORS INC?
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC has approximately 11 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Robert G Carpenter — BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.Thomas William Cullen — JPB PARTNERS, LLCMatthew Keith Buckley — JPB PARTNERS, LLCWayne Patrick Ferbert — ALPHA DNA INVESTMENT MANAGEMENT LLCRobert Walter Neighoff — CICERO CAPITAL PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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