Brecklynn WilliamsCRD Number: 5392296
Current Firm: Rhame & Gorrell Wealth Management
Brecklynn Williams (CRD# 5392296) is an Investment Advisor Representative working at Rhame & Gorrell Wealth Management in The Woodlands, TX and has over 7 years of experience in the finance industry. Brecklynn 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.
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
Worthwise Financial Partners
|Rhame & Gorrell Wealth Management||The Woodlands, TX||Dec 2021 - Current||< 1|
|Rhame & Gorrell Wealth Management||The Woodlands, TX||May 2016 - Dec 2021||5|
|Sanders Morris Harris Inc.||Houston, TX||Nov 2010 - May 2016||5|
|Miller-green Financial||Houston, TX||Jul 2007 - May 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management538MILLIONS
Total Number of Accounts1,264ACCOUNTS
Average Account Value$425,491
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, NH, TX
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