Christopher Williams, financial advisor Tulsa OK
83 score

Christopher Williams

CRD Number: 1254361
Current Firm: Bfc Planning, Inc.

Christopher Williams (CRD# 1254361) is an Investment Advisor Representative working at Bfc Planning, Inc. in Tulsa, OK and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Tulsa, OK Dec 2013 - Current 3
Berthel Fisher & Company Financial Services, Inc. Tulsa, OK Dec 2011 - Current 5
Bancwest Investment Services Tulsa, OK Mar 2009 - Sep 2011 2
Bank Of The West Tulsa, OK Mar 2009 - Sep 2011 2
Wachovia Securities, LLC Tulsa, OK Jun 2003 - Mar 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Nov 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christopher S. Williams
Phone Number: 319-447-5700
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
83

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