Unclaimed Profile

Brian A Williamson

FREDERICK FINANCIAL CONSULTANTS, LLC·FREDERICK, Maryland

SIE, Series 7, Series 63, Series 65Clean record10 years registeredFREDERICK FINANCIAL CONSULTANTS, LLC

7101 GUILFORD DRIVE,, FREDERICK, MD 21704CRD# 6515284Firm CRD# 314290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian A Williamson · FREDERICK, MD

Registration

CRD #6515284 · FREDERICK FINANCIAL CONSULTANTS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

VERIDIAN CAPITAL PARTNERS

Jun 2021 – present

LIGHTHOUSE WEALTH MANAGEMENT

Feb 2020 – Jun 2021

NEW MARKET, MD

AMERIPRISE FINANCIAL SERVICES, LLC.

Apr 2016 – Feb 2020

FREDERICK, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 7, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREDERICK FINANCIAL CONSULTANTS, LLC

CRD 314290 · SEC 801-121334

AUM

$390M

Regulatory assets under management

Employees

2,228 client accounts

Services offered by FREDERICK FINANCIAL CONSULTANTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FREDERICK FINANCIAL CONSULTANTS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian A Williamson offer?

Brian A Williamson specializes in Financial Planning, Investment Management. Contact their office in FREDERICK, Maryland for a consultation.

What are Brian A Williamson's credentials?

Brian A Williamson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian A Williamson located?

Brian A Williamson is based in FREDERICK, Maryland, working with FREDERICK FINANCIAL CONSULTANTS, LLC. Their office serves clients in the FREDERICK metropolitan area and surrounding communities.

How does Brian A Williamson charge for services?

Brian A Williamson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREDERICK FINANCIAL CONSULTANTS, LLC?

FREDERICK FINANCIAL CONSULTANTS, LLC has approximately 7 employees and manages $390M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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