Home
›
Firms
›
WILLIAMS FINANCIAL, LLC
WILLIAMS FINANCIAL, LLC
NORTH BENNINGTON, Vermont
·
1 registered advisor
·
CRD# 137038
SEC# 801-118678
2
866-986-4469
01
Firm Overview
AUM
$174M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WILLIAMS FINANCIAL, LLC
1 registered advisor
James Jason Williams
NORTH BENNINGTON, Vermont
CRD# 4806982
05
Office Locations
NORTH BENNINGTON, Vermont
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WILLIAMS FINANCIAL, LLC (CRD# 137038) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.