Unclaimed Profile

Brooke Williams

HARRELL INVESTMENT PARTNERS, LLC·AUSTIN, Texas

Clean recordHARRELL INVESTMENT PARTNERS, LLC

3814 MEDICAL PARKWAY, AUSTIN, TX 78756CRD# 5201056Firm CRD# 299166

Profile Verification

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

Identity

Brooke Williams · AUSTIN, TX

Registration

CRD #5201056 · HARRELL INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brooke Williams is a registered financial advisor based in AUSTIN, Texas, affiliated with HARRELL INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HARRELL INVESTMENT PARTNERS, LLC

AUM

$503M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARRELL INVESTMENT PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5201056

Firm CRD# 299166

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brooke Williams offer?

Brooke Williams specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Brooke Williams's credentials?

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

Where is Brooke Williams located?

Brooke Williams is based in AUSTIN, Texas, working with HARRELL INVESTMENT PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Brooke Williams charge for services?

Brooke Williams'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 HARRELL INVESTMENT PARTNERS, LLC?

HARRELL INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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