Unclaimed Profile

Phillip Edward Williams Jr.

STEARNS FINANCIAL SERVICES GROUP INC·GREENSBORO, North Carolina

Series 7, Series 63Clean record13 years registeredSTEARNS FINANCIAL SERVICES GROUP INC

324 W WENDOVER AVENUE, GREENSBORO, NC 27408CRD# 5217196Firm CRD# 106298

Profile Verification

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

Identity

Phillip Edward Williams Jr. · GREENSBORO, NC

Registration

CRD #5217196 · STEARNS FINANCIAL SERVICES GROUP INC · 13 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Nov 2020 – present

STEARNS FINANCIAL GROUP

Aug 2012 – Nov 2020

GREENSBORO, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 7, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEARNS FINANCIAL SERVICES GROUP INC

CRD 106298 · SEC 801-39328

AUM

$1.4B

Regulatory assets under management

Employees

2,300 client accounts

Services offered by STEARNS FINANCIAL SERVICES GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STEARNS FINANCIAL SERVICES GROUP INC →

Introduction

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Frequently Asked Questions

What services does Phillip Edward Williams Jr. offer?

Phillip Edward Williams Jr. specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Phillip Edward Williams Jr.'s credentials?

Phillip Edward Williams Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Edward Williams Jr. located?

Phillip Edward Williams Jr. is based in GREENSBORO, North Carolina, working with STEARNS FINANCIAL SERVICES GROUP INC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Phillip Edward Williams Jr. charge for services?

Phillip Edward Williams Jr.'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 STEARNS FINANCIAL SERVICES GROUP INC?

STEARNS FINANCIAL SERVICES GROUP INC has approximately 30 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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