Timothy WilliamsCRD 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 10 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Hd Vest Advisory Services Inc.||Richmond, KY||Jun 2010 - Current||7|
|H.d. Vest Investment Services||Richmond, KY||May 2010 - Current||7|
|Williams Tax & Accounting Solutions||Richmond, KY||Jan 2004 - Current||13|
|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|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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