Williams, Parsons & Schiller Financial Advisors, LLC

Williams, Parsons & Schiller Financial Advisors, LLC (CRD# 143049) is a financial advisory firm headquartered in Sandpoint, ID. They manage $19,788,838 in 182 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $108,730
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, MT, ND

Financial Advisors at Williams, Parsons & Schiller Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Schiller
CRD#: 4708073
708 Superior Street, Sandpoint, ID 83864
96
Wealthminder
score

Mark Schiller (CRD# 4708073) is an Investment Advisor Representative working at Williams, Parsons & Schiller Financial Advisors, LLC in Sandpoint, ID and has over 13 years of experience in the finance industry. Mark Schiller 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.

2
Brad J. Williams
CRD#: 5280450
708 Superior Street, Sandpoint, ID 83864
93
Wealthminder
score

Brad Williams (CRD# 5280450) is an Investment Advisor Representative working at Williams, Parsons & Schiller Financial Advisors, LLC in Sandpoint, ID and has over 9 years of experience in the finance industry.

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