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).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    797
    ACCOUNTS
  • Average Account Value
    $218,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, NY, TX, VT

Financial Advisors at Williams Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Tyler R. Cinelli
CRD#: 5688437
204 Union Street, Bennington, VT 05201

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.

2
Daryl A. Spirka
CRD#: 4006179
204 Union Street, Bennington, VT 05201

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.

3
James J. Williams
CRD#: 4806982
204 Union Street, Bennington, VT 05201

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.

4
Meredith G. Phippen
CRD#: 7853740
204 Union Street, Bennington, VT 05201

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.

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