J. Harold Williams, CPA, PFS, CFP®, financial advisor Houston TX
106 score

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.

CONTACT
Advisory Practice Details
Services Offered:
  • Retirement planning
  • Sudden wealth
  • Divorce
  • 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
Customer Specialties:
  • Business executives
  • Small business owners
  • Medical professionals
  • Education professionals
  • Legal professionals
  • Entrepreneurs
  • Approaching retirement
  • Mid-career professionals
  • Retirees
  • Widow(er)s
Professional Designations and Affiliations
Company Name Location Dates Years
Linscomb & Williams Houston, TX Dec 1976 - Current 40
Degree School Major Graduation Date
Bachelor of Science University of Houston Business Administration (Accounting) Aug 1975
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for J. Harold Williams, CPA, PFS, CFP®
By the Numbers
  • Total Assets Under Management
    2,315
    MILLIONS
  • Total Number of Accounts
    4,131
    ACCOUNTS
  • Average Account Value
    $560,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, LA, MD, NC, NY, OR, PA, TX, WA

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BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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