Bryce Williams (CRD# 7223173) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Marshalltown, IA and has over 3 years of experience in the finance industry.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 4782220
Edward Jones
CRD# 1748415
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Partners, Ltd | Clinton, IA | Oct 2020 - Current | 3 |
| Lpl Financial LLC | Clinton, IA | Feb 2020 - Current | 4 |
| Shazam | Des Moines, IA | Aug 2017 - Dec 2019 | 2 |
| Wells Fargo | West Des Moines, IA | Mar 2016 - Jul 2017 | 1 |
| Godaddy | Cedar Rapis, IA | Oct 2015 - Mar 2016 | < 1 |
| Wells Fargo | West Des Moines, IA | Jan 2015 - Oct 2015 | < 1 |
| First Wealth Financial Group | Clinton, IA | May 2006 - Jan 2015 | 8 |
| Studen @ University Of Northern Iowa | Cedar Falls, IA | Aug 2010 - Dec 2014 | 4 |
| Fahr Beverage | Waterloo, IA | Feb 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management12,533MILLIONS
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
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