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.
The Goff Financial Group
Hill Investment Group
Nxt:gen Financial Planning
|Linscomb & Williams||Houston, TX||Dec 1976 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
Total Assets Under Management2,570MILLIONS
Total Number of Accounts3,748ACCOUNTS
Average Account Value$685,710
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, LA, NC, OR, PA, TX, WA
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