Precedent Wealth Partners, LLC
Precedent Wealth Partners, LLC (CRD# 325203) is a financial advisory firm headquartered in Houston, TX. They manage $378,670,400 in 385 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management379MILLION
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Total Number of Accounts385ACCOUNTS
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Average Account Value$983,559
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
TX
George Williams (CRD# 733129) is an Investment Advisor Representative working at Precedent Wealth Partners, LLC in Houston, TX and has over 43 years of experience in the finance industry.
Grant Williams (CRD# 6298066) is an Investment Advisor Representative working at Precedent Wealth Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.
Harold Williams is an Investment Advisor Representative working at Linscomb & Williams in Houston, TX and has over 31 years of experience in the finance industry. Harold 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Andrew Casey (CRD# 7777671) is an Investment Advisor Representative working at Precedent Wealth Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.
Evan Darr (CRD# 7873769) is an Investment Advisor Representative working at Precedent Wealth Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.
Adrienne Fox (CRD# 7873795) is an Investment Advisor Representative working at Precedent Wealth Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.
Pamela Hinton (CRD# 7873820) is an Investment Advisor Representative working at Precedent Wealth Partners, LLC in Fredericksburg, TX and has 1 year of experience in the finance industry.
Wanda Williams (CRD# 7876950) is an Investment Advisor Representative working at Precedent Wealth Partners, LLC in Houston, TX and has 1 year of experience in the finance industry.