Brian Williams (CRD# 4231425) is an Investment Advisor Representative working at Northshire Consulting, LLC in Southington, CT and has over 23 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northshire Consulting, LLC | Southington, CT | Dec 2018 - Current | 5 |
| Triad Advisors, Inc. | Norcross, GA | Oct 2012 - Oct 2018 | 6 |
| Future Benefits, Inc. | Cheshire, CT | Oct 2007 - Oct 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- CT
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$176,163
- 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
CT
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