Brent Williams, financial advisor Lutz FL

Brent Williams

CRD Number: 2850711
Current Firm: Taylor & Williams, Inc.

Brent Williams (CRD# 2850711) is an Investment Advisor Representative working at Taylor & Williams, Inc. in Lutz, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Taylor & Williams, Inc. Tampa, FL Jun 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Brent L. Williams
Phone Number: 813-936-0222
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $159,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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