Williams Financial, LLC
Williams Financial, LLC (CRD# 137038) is a financial advisory firm headquartered in Bennington, VT. They manage $174,473,081 in 797 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management174MILLION
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Total Number of Accounts797ACCOUNTS
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Average Account Value$218,912
- 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
- Pension consulting services
FL, MA, NH, NY, TX, VT
Tyler Cinelli (CRD# 5688437) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 14 years of experience in the finance industry.
Daryl Spirka (CRD# 4006179) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 23 years of experience in the finance industry. Daryl Spirka 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.
James Williams (CRD# 4806982) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 19 years of experience in the finance industry. James 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.
Meredith Phippen (CRD# 7853740) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has 1 year of experience in the finance industry.