Richard Williams (CRD# 7453453) is an Investment Advisor Representative working at Avantax Advisory Services in Bingham Farms, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Bingham Farms, MI | Feb 2022 - Current | 2 |
| Bingham Nsc Investors LLC | Bingham Farms, MI | Jul 2008 - Current | 15 |
| Polk And Associates, Plc | Bingham Farms, MI | Feb 1998 - Current | 26 |
| Manchester Woods Associates LLC | Bingham Farms, MI | Mar 1997 - Current | 27 |
| Psw Investments, LLC | Bingham Farms, MI | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MI
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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