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Richard Lewis Williams

STRATEGIC FINANCIAL PARTNERS, LTD·LAKE OSWEGO, Oregon
SIE, Series 6, Series 7, Series 24, Series 63, Series 6623 years registeredSTRATEGIC FINANCIAL PARTNERS, LTD
300 OSWEGO POINTE DRIVE, LAKE OSWEGO, OR 97034CRD# 2071231Firm CRD# 148858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lewis Williams · LAKE OSWEGO, OR
Registration
CRD #2071231 · STRATEGIC FINANCIAL PARTNERS, LTD · 23 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC FINANCIAL PARTNERS, LTD
Apr 2009 – present
LPL FINANCIAL LLC
Jun 2004 – Dec 2011
PORTLAND, OR
WS GRIFFITH SECURITIES, INC.
May 2003 – Jun 2004
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · May 7, 2003
Years registered · 23
03

Disclosure History

2010Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
STRATEGIC FINANCIAL PARTNERS, LTD
CRD 148858 · SEC 801-77447
AUM
$232M
Regulatory assets under management
Employees
6
871 client accounts
Services offered by STRATEGIC FINANCIAL PARTNERS, LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGIC FINANCIAL PARTNERS, LTD →
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05

Frequently Asked Questions

What services does Richard Lewis Williams offer?
Richard Lewis Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Richard Lewis Williams's credentials?
Richard Lewis Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lewis Williams located?
Richard Lewis Williams is based in LAKE OSWEGO, Oregon, working with STRATEGIC FINANCIAL PARTNERS, LTD. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Richard Lewis Williams charge for services?
Richard Lewis Williams's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC FINANCIAL PARTNERS, LTD?
STRATEGIC FINANCIAL PARTNERS, LTD has approximately 6 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC FINANCIAL PARTNERS, LTD

Grant Frederick Carroll
LAKE OSWEGO, OR

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Nearby cities in Oregon
PORTLAND (296)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)GRANTS PASS (8)JACKSONVILLE (8)WEST LINN (8)
City Guides
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Research
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