Brad Williams (CRD# 5280450) is an Investment Advisor Representative working at Williams And Schiller Wealth Management, LLC in Sandpoint, ID and has over 16 years of experience in the finance industry.
CRD# 6388848
Edward Jones
CRD# 5461067
Edward Jones
CRD# 4516102
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams & Parsons Financial Services, LLC | Sandpoint, ID | May 2007 - Current | 16 |
| Williams & Parsons, P.c. Cpas | Sandpoint, ID | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- ID
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$328,136
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
ID, MN, MT, ND
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