Garth WilliamsCRD Number: 2431442
Current Firm: Honu Wealth Management
Garth Williams (CRD# 2431442) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 28 years of experience in the finance industry. Garth Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Honu Wealth Management||Los Altos, CA||Oct 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1994|
Total Assets Under Management106MILLIONS
Total Number of Accounts220ACCOUNTS
Average Account Value$482,335
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, HI, TX
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