J. Harold Williams, CPA, PFS, CFP®CRD Number: 860333
Current Firm: Linscomb & Williams
Compensation Model: Fee Only
Harold Williams is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 31 years of experience in the finance industry. Harold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
- Retirement planning
- Sudden wealth
- Job loss
- Career change
- Indexing / passive investing
- Investment management
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Social security and retirement income
- Employer retirement plans
- Charitable planning
- Estate planning
- Tax planning
- Business executives
- Small business owners
- Medical professionals
- Education professionals
- Legal professionals
- Approaching retirement
- Mid-career professionals
|Linscomb & Williams||Houston, TX||Dec 1976 - Current||40|
|Bachelor of Science||University of Houston||Business Administration (Accounting)||Aug 1975|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
Total Assets Under Management2,315MILLIONS
Total Number of Accounts4,131ACCOUNTS
Average Account Value$560,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
AL, CA, CO, FL, GA, LA, MD, NC, NY, OR, PA, TX, WA
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