Timothy Williams, financial advisor Richmond KY
81 score

Timothy Williams

CRD Number: 5313489
Current Firm: H.d. Vest Advisory Services, Inc.

Timothy Williams (CRD# 5313489) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Richmond, KY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Inc. Richmond, KY Jun 2010 - Current 6
H.d. Vest Investment Services Richmond, KY May 2010 - Current 6
Williams Tax & Accounting Solutions Richmond, KY Jan 2004 - Current 12
Lpl Financial Richmond, KY Feb 2010 - May 2010 < 1
Golden Rule Health Insurance Richmond, KY Apr 2006 - May 2010 4
North American Richmond, KY Apr 2006 - May 2010 4
Anthemblue Cross Blue Shield Richmond, KY Oct 2005 - May 2010 4
H.d. Vest Advisory Services, Inc. Richmond, KY Jan 2008 - Feb 2010 2
H D Vest Richmond, KY Mar 2007 - Feb 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Timothy L. Williams
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81
Clean Record
This advisor has a clean track record with regulators.

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