Brandon Williams (CRD# 7710310) is an Investment Advisor Representative working at Fca Corp in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fca Corp | Houston, TX | Nov 2022 - Current | 1 |
| Moving / Unemployed | Houston, TX | Jun 2022 - Oct 2022 | < 1 |
| Griffith & Associates Financial & Estate Planning Services | Calgary, | Oct 2020 - May 2022 | 1 |
| Unemployed | Calgary, | Mar 2020 - Sep 2020 | < 1 |
| Cibc Bank Canada | Calgary, | Sep 2017 - Feb 2020 | 2 |
| Hsbc Bank Canada | Calgary, | Jan 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- TX
-
Total Assets Under Management465MILLIONS
-
Total Number of Accounts552ACCOUNTS
-
Average Account Value$843,138
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, LA, MA, OK, TX
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